FundLens
76
FocusedBuy

Kotak Focused

Kotak · Direct–Growth · rank #6 of 28 by Smart Score

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
10.0%
+9.5% vs index
3 Years
16.7%
+4.5% vs index
5 Years
14.5%
+2.6% vs index
Since launch
17.3%

Year-by-year performance

last entry = YTD
2021
+36.5%
2022
+3.3%
2023
+24.5%
2024
+18.0%
2025
+14.6%
2026
+2.4%

Why this score

Kotak Focused scores 76/100 — #6 of 28 Focused fund (Buy). It stands out for 3y return and 5y return — beating 80% of peers on 3y return. It has no major weak spot vs the category.

Each bar shows the fund's percentile vs Focused peers — a longer bar beats more of the category.

3Y return16.68% · 80th percentile in category
5Y return14.51% · 72nd percentile in category
Expense ratio0.70% · 94th percentile in category
Sharpe ratio0.76 · 77th percentile in category
Sortino ratio1.00 · 77th percentile in category
1Y return9.99% · 88th percentile in category

Other Focused funds