Focused · Equity

Kotak Focused Fund

Kotak Mahindra Mutual Fund

Benchmark

Nifty 500 TRI

Riskometer

Very High

Size

₹4,244 cr

Allotted

16 Jul 2019

Holdings as of

Not on record

Kotak Focused Fund is a focused fund of Kotak Mahindra Mutual Fund with ₹4,244 cr under management. It is ahead of its benchmark (Nifty 500 TRI) in 3 of 3 periods. Its direct plan charges 0.73% a year. Shibani Kurian has managed it for 7.2 years.

The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.

Has Kotak Focused Fund beaten its benchmark?

Ahead of its benchmark, Nifty 500 TRI, in 3 of 3 periods in AMFI's figures; −0.23% over the last year against −4.30%.

Period returns

Direct Plan, growth · 3y and longer a year

Period	Fund	Nifty 500 TRI	Ahead
1 month	−3.84%	−3.60%	—
3 months	−5.57%	−5.03%	—
6 months	−0.36%	−1.83%	—
1 year	−0.54%	−4.06%	+3.52 pts
3 years	+13.30%	+9.27%	+4.03 pts
5 years	+10.17%	+8.00%	+2.17 pts
10 years	—	+12.69%	—
Since start from 23 Jul 2019	+15.75%	—	—

Valarth price history to 14 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026

Ahead of its benchmark (Nifty 500 TRI) in 3 of 3 periods.

Period	Direct	Regular	Benchmark	Ahead	Rank
1y	−0.23%	−1.54%	−4.30%	+4.07	🔒
3y	+13.56%	+12.03%	+9.33%	+4.23	🔒
5y	+10.51%	+8.94%	+8.24%	+2.27	🔒
10y	—	—	—	—	—

Ahead in points a year · its rank among Focused funds, and how steady the lead is, in the app

Value of 100, month-end

Jul 2019 to 14 Oct 2026

Fund 288Nifty 500 TRI 262

₹100 put in at the start of Jul 2019 would be ₹288 on 14 Oct 2026, against ₹262 in the Nifty 500 TRI.

Risk, falls and every year

🔒 Pro

Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.

See them in the app →

What does Kotak Focused Fund cost?

0.73% a year on the direct plan, 2.04% on the regular plan; 1 of 28 funds in its category charge less.

Direct plan

0.73% a year

Category median 1.09%

Regular plan

2.04% a year

Category median 2.22%

Gap

1.31 points

for the same holdings

1 of 28 funds in its category charge less on the direct plan.

Expense report, Oct 2026 · Equity Scheme - Focused Fund

What the regular plan costs you over time

🔒 Pro

The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Kotak Focused Fund?

Shibani Kurian, since 16 Jul 2019.

Shibani Kurian

Fund Manager Equity

7.2 years

since 16 Jul 2019

Benchmark as filedNifty 500 TRI

Exit load

i. For redemption / switch out of upto 10% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. ii. If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1% iii. If units are redeemed or switched out on or after 1 year from the date of allotment: NIL

From 6 Scheme Summary Documents filed with NSE, first on 29 Apr 2026; as on 29 Sep 2026

What does Kotak Focused Fund hold?

Not read yet: the fund house's monthly portfolio file is not covered so far.

Holdings not read yet (fund house not covered). The scorecard, the companies inside, how it is run and the look-alikes open once the house's monthly portfolio files are read.