Mutual Fund

Here are the details of the Kotak Focused Equity Fund:

• Description: An open-ended equity scheme investing in a maximum of 30 stocks across large-cap, mid-cap, and small-cap categories, aiming to generate long-term capital appreciation/income. 

• Asset Class: Equity​ 

• Asset Sub-Class: Focused Fund​  

• XIRR (Extended Internal Rate of Return): Specific XIRR data is not provided in the available sources.​

• Return Rates:

  • 1-Year Return: 6.37%​   

  • 3-Year Return: 13.07%​ 

  • 5-Year Return: 26.06%​  

  • Since Inception (July 16, 2019): 17.51% ​

• CAGR (Compound Annual Growth Rate): The CAGR since inception is 17.51%. 

• Expense Ratio:

  • Regular Plan: 1.88% ​  

  • Direct Plan: 0.59% 

• Minimum Investment Amount:

  • Lump Sum: ₹100​

  • SIP (Systematic Investment Plan): ₹100 

• Lock-in Period: None  

• Exit Load:

  • An exit load of 1% is charged for redemptions exceeding 10% of the investment within 365 days from the date of allotment. ​

  • No exit load is charged for redemptions after 365 days.​

Please note that mutual fund investments are subject to market risks, and past performance is not indicative of future results. It's advisable to consult with a financial advisor before making investment decisions.