76
FocusedBuy
Kotak Focused
Kotak · Direct–Growth · rank #5 of 28 by Smart Score
Data updated
Trailing returns
1 Year
9.3%
+6.2% vs index
3 Years
15.6%
+4.1% vs index
5 Years
12.8%
+2.4% vs index
Since launch
16.9%
Year-by-year performance
2021
+36.5%+5.9% vs index
2022
+3.3%-0.5% vs index
2023
+24.5%-2.1% vs index
2024
+18.0%+2.3% vs index
2025
+14.6%+7.0% vs index
2026
+1.8%+3.9% vs index
Why this score
Kotak Focused scores 76/100 — #5 of 28 Focused fund (Buy). It stands out for 3y return and expense ratio — 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 return15.63% · 80th percentile in category
Expense ratio0.72% · 98th percentile in category
5Y return12.75% · 69th percentile in category
Sharpe ratio0.76 · 77th percentile in category
Sortino ratio0.87 · 80th percentile in category
Volatility14.57 · 70th percentile in category
Top holdings
1.ICICI Bank Ltd7.17%
2.HDFC Bank Ltd5.38%
3.State Bank of India5.03%
4.Zomato Ltd4.9%
5.Bharti Airtel Ltd4.77%
30 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.