69
FocusedBuy
Kotak Focused
Kotak · Direct–Growth · rank #7 of 28 by Smart Score
Data updated
Trailing returns
1 Year
-0.6%
+4.1% vs index
3 Years
13.7%
+4.3% vs index
5 Years
10.4%
+2.5% vs index
Since launch
15.9%
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
-2.4%+3.6% vs index
Why this score
Kotak Focused scores 69/100 — #7 of 28 Focused fund (Buy). It stands out for 3y return and expense ratio — beating 72% 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 return13.71% · 72nd percentile in category
Expense ratio0.74% · 94th percentile in category
5Y return10.40% · 69th percentile in category
Sharpe ratio0.57 · 75th percentile in category
Sortino ratio0.69 · 73rd percentile in category
Alpha3.58 · 66th percentile in category
Top holdings
1.ICICI Bank Ltd6.89%
2.HDFC Bank Ltd5.73%
3.Zomato Ltd5.41%
4.State Bank of India4.9%
5.Shriram Transport Finance Company Ltd4.66%
29 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.