Archive · 26 Jul 2025
Kotak Focused Fund Achieves Impressive Returns, Outperforming Peers
Imagine you put a small amount of money, like ₹10,000, into a special pot called Kotak Focused Fund every month.
Over six years, thanks to smart choices, that small amount has grown into a much bigger amount, around ₹12.29 lakh!
The fund usually invests in big companies and has done really well compared to others.
If you invested a one-time amount, even a small sum like ₹10,000, it would have also grown.
This fund has been good at making money consistently over long periods of time.
The fund's plan called "Direct-Growth" plan has done well too.
However, remember that while the fund has been successful, experts say that past success doesn't guarantee future results.
So, before you invest, it's important to understand your risk tolerance and financial goals.
Kotak Focused Fund turned a Rs 10,000 monthly SIP into Rs 12.29 lakh in six years.
The fund, launched in July 2019, has an annualised SIP return of 17.7%.
It manages Rs 3,707 crore, investing in a maximum of 30 companies, mainly large-cap stocks.
The fund has outperformed its benchmark across various timeframes and shown 100% positive returns over three- or five-year periods.
The Direct-Growth plan generated 18.31% average annual returns since inception.
- Who
- Kotak Focused Fund, managed by Shibani Sircar Kurian.
- What
- Kotak Focused Fund's performance and comparison with its peers.
- When
- Launched in July 2019, data current as of July 2025.
- Where
- N/A
- Why
- To highlight the fund's performance and offer insights for investors.
Past Performance
Future Outlook
Future Returns
Past Performance
Kotak Focused Fund has shown strong historical performance.
Future Outlook
Past performance does not guarantee future returns.
- Fund Name
- Kotak Focused Fund
- Launch Date
- July 16, 2019
- AUM
- ₹3,707 crore
- Expense Ratio
- 0.55%
- Max Companies
- 30
- Annualized SIP Return
- 17.7%