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Kotak Focused Fund- Direct Plan- Growth option is an equity scheme managed by Kotak Mahindra Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 18.78%, with the bottom and top quartiles at 17.06% and 20.14% respectively. It has ranked in the top half of its category for 2 of the last 2 reported years. The total expense ratio is 0.79% on assets of ₹4,081Cr. The fund is currently managed by Ms. Shibani Sircar Kurian, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 94% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| HDFC BANK LIMITED | Financial Services | 6.32% |
| ICICI BANK LIMITED | Financial Services | 5.39% |
| BHARTI AIRTEL LIMITED | Communication Services | 4.99% |
| STATE BANK OF INDIA | Financial Services | 4.74% |
| Shriram Finance Limited | Financial Services | 4.65% |
| RELIANCE INDUSTRIES LIMITED | Energy | 4.43% |
| BHARAT ELECTRONICS LIMITED | Industrials | 3.81% |
| KEI INDUSTRIES LIMITED | Industrials | 3.63% |
| FORTIS HEALTHCARE LIMITED. | Healthcare | 3.63% |
| NTPC LIMITED | Utilities | 3.49% |
| MARUTI SUZUKI INDIA LIMITED | Consumer Cyclical | 3.30% |
| HERO MOTOCORP LIMITED | Consumer Cyclical | 3.25% |
| RADICO KHAITAN LIMITED | Consumer Defensive | 3.14% |
| BSE LIMITED | Financial Services | 3.10% |
| AXIS BANK LIMITED | Financial Services | 3.02% |
| ULTRATECH CEMENT LIMITED | Basic Materials | 2.88% |
| POONAWALLA FINCORP LIMITED | Financial Services | 2.69% |
| LARSEN AND TOUBRO LIMITED | Industrials | 2.63% |
| INTERGLOBE AVIATION LIMITED | Industrials | 2.59% |
| TECH MAHINDRA LIMITED | Technology | 2.56% |
| BLUE STAR LIMITED | Consumer Cyclical | 2.11% |
| SRF LIMITED | Industrials | 2.06% |
| ASTRA MICROWAVE PRODUCTS LIMITED | Technology | 2.00% |
| GODREJ CONSUMER PRODUCTS LIMITED | Consumer Defensive | 1.81% |
| Persistent Systems Ltd | Technology | 1.52% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 7 | 31.64% |
| Capital Goods | — | 12.29% |
| Automobile and Auto Components | — | 6.55% |
| Healthcare | 1 | 6.22% |
| Telecommunication | — | 4.99% |
| Fast Moving Consumer Goods | — | 4.95% |
| Oil, Gas & Consumable Fuels | — | 4.43% |
| Consumer Services | — | 4.17% |
| Information Technology | — | 4.08% |
| Power | — | 3.49% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -4.05% | 7.04% | 14.66% | 33.86% | 69.02% | 95.7% |
| 3Y | 10.64% | 17.06% | 18.78% | 20.14% | 26.55% | 100.0% |
| 5Y | 13.44% | 16.21% | 19.75% | 21.80% | 24.54% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 45.1% means concentration is in line with most actively-managed Indian equity funds. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.