Kotak Focused Equity Fund

Review Date: 12-11-2025

Beginning of Analysis

In the Focused Fund category, Kotak Focused Equity Fund is the 6th ranked fund. The category has total 25 funds. The Kotak Focused Equity Fund has shown an excellent past performence in Focused Fund. The fund has a Jensen Alpha of 0.93% which is higher than the category average of 0.68%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.79 which is higher than the category average of 0.75.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Focused Mutual Funds are ideal for aggressive investors seeking high returns by investing in a concentrated portfolio of high-conviction stocks. These funds typically hold 20–30 stocks, allowing the fund manager to take significant positions in select companies. While they offer the potential for significant capital appreciation, they also carry higher risks due to their concentrated nature. Investors should have a long-term investment horizon and a high risk tolerance to invest in Focused Funds. Additionally, the success of these funds depends heavily on the fund manager's skill in identifying and managing high-conviction stocks.

Kotak Focused Equity Fund Return Analysis

The Kotak Focused Equity Fund has delivered a mixed performance across various time horizons, showcasing both strengths and challenges when compared to its Focused Fund peers and the Nifty 500 TRI benchmark. This analysis examines the fund’s returns over periods ranging from one month to ten years, alongside its Systematic Investment Plan (SIP) performance, highlighting its rankings within the Focused Fund category and its ability to outperform or underperform the benchmark and category averages.

• The fund has given a return of 0.98%, 7.16 and 12.49 in last one, three and six months respectively. In the same period the category average return was 1.75%, 5.19% and 7.48% respectively.
• Kotak Focused Equity Fund has given a return of 12.69% in last one year. In the same period the Nifty 500 TRI return was 7.84%. The fund has given 4.85% more return than the benchmark return.
• The fund has given a return of 17.87% in last three years and rank 10th out of 25 funds in the category. In the same period the Nifty 500 TRI return was 16.15%. The fund has given 1.72% more return than the benchmark return.
• Kotak Focused Equity Fund has given a return of 20.68% in last five years and category average returns is 19.88% in same period. The fund ranked 7th out of 19 funds in the category. In the same period the Nifty 500 TRI return was 19.39%. The fund has given 1.29% more return than the benchmark return.
• The fund has given a SIP return of 22.04% in last one year whereas category average SIP return is 13.94%. The fund one year return rank in the category is 2nd in 28 funds
• The fund has SIP return of 18.77% in last three years and ranks 7th in 25 funds. Icici Prudential Focused Equity Fund has given the highest SIP return (23.67%) in the category in last three years.
• The fund has SIP return of 17.63% in last five years whereas category average SIP return is 16.51%.

Kotak Focused Equity Fund Risk Analysis

• The fund has a standard deviation of 12.08 and semi deviation of 8.8. The category average standard deviation is 12.96 and semi deviation is 9.5.
• The fund has a Value at Risk (VaR) of -15.02 and a maximum drawdown of -17.01. The category average VaR is -16.95 and the maximum drawdown is -16.94. The fund has a beta of 0.89 which shows that fund is less volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.

Very Good Performance in Focused Fund Category

Good Performance in Focused Fund Category

Poor Performance in Focused Fund Category

Very Poor Performance in Focused Fund Category

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Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

Data Source: www.amfiindia.com

SEBI Categorization