Archive · 24 Jul 2025
Kotak Focused Fund: SIP turns ₹10k monthly to ₹12 lakh
Imagine investing a small amount of money every month in a special fund called Kotak Focused Fund.
If you did that, starting six years ago, your money would have grown to over ₹12 lakh!
This fund has given returns of about 17.7% every year.
If you had invested a lump sum at the start, it would have also grown.
The fund picks a few companies to invest in, mostly big ones.
Although it has performed well, remember that past success doesn't always mean the same will happen in the future.
Kotak Focused Fund's monthly SIP of ₹10,000 has grown to approximately ₹12.29 lakh in 6 years.
The fund has delivered annualized SIP returns of around 17.7% since its launch in July 2019.
A lump sum investment of ₹10,000 at launch would have grown to approximately ₹28,029.
The fund invests in a maximum of 30 companies, with 79% in large caps and 17% in mid caps.
Experts caution that past returns may not be replicated in the future.
- Who
- Kotak Focused Fund, managed by Shibani Sircar Kurian.
- What
- Kotak Focused Fund's monthly SIP grew substantially.
- When
- The fund's performance is measured over a six-year period since July 2019.
- Where
- Not explicitly mentioned in the article.
- Why
- The article highlights the fund's successful performance to inform investors.
Experts
Fund Performance
Future performance
Experts
Past returns may not be indicative of future performance.
Fund Performance
The fund has shown consistent positive returns.
- Fund Name
- Kotak Focused Fund
- Launch Date
- July 16, 2019
- SIP Growth (6 years)
- ₹12.29 lakh
- Annualized SIP Returns
- 17.7%
- Minimum initial investment
- ₹100
- AUM
- ₹3,700 crore
- Portfolio Focus
- Maximum of 30 companies
- Fund Manager
- Shibani Sircar Kurian