TickerKhojKotak Mahindra Mutual Fund · Equity · Focused · Regular plan
Kotak Focused Fund - Regular Plan - Growth
₹26.182NAV on 2 Nov 2026Expense ratio 2.04%
3 Nov 2025NAV low 23.76 · high 28.09-1.8%
In plain words
Over 3 years it returned +13.2% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -18.4%.
On 3-year return it ranks 8 of 27 funds in Focused.
A monthly SIP over 5 years ended ₹30,690 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | +2.0% | +1.9% |
| 3 months | -5.2% | -5.1% |
| 6 months | +0.9% | -3.2% |
| 1 year | -1.1% | -10.2% |
| 3 years (yearly) | +13.2% | +7.4% |
| 5 years (yearly) | +9.2% | +6.5% |
| Since start (yearly) | +14.1% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,18,662 | -2.0% |
| 3 years | ₹3,60,000 | ₹3,91,773 | +5.6% |
| 5 years | ₹6,00,000 | ₹7,70,722 | +9.9% |
Other plan of this fund: Kotak Focused Fund - Direct Plan - Growth