FundLens
74
FocusedBuy

Kotak Focused

Kotak · Direct–Growth · rank #5 / 28 Smart Score ke hisaab se

Data updated

Kotak Focused ka score 74/100 hai — 28 mein #5 Focused fund (Buy). Mazbooti: 3 saal ka return (category mein 72th percentile) aur expense ratio (category mein 98th percentile).

Trailing returns

index ke muqable: Nifty 500 (index-fund proxy)
1 saal
9.0%
+6.3% index ke muqable
3 saal
15.3%
+3.9% index ke muqable
5 saal
12.7%
+2.4% index ke muqable
Launch se
16.9%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2021
36.5%
2022
3.3%
2023
24.5%
2024
18.0%
2025
14.6%
2026
1.7%

Risk metrics

Sharpe ratio
0.77
↑ jitna zyada, utna accha
Sortino ratio
0.86
↑ jitna zyada, utna accha
Std deviation
14.52
↓ jitna kam, utna accha
Alpha
3.72
↑ jitna zyada, utna accha
Beta
0.92
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.