72
FocusedBuy
Kotak Focused
Kotak · Direct–Growth · rank #6 of 28 by Smart Score
Data updated
Trailing returns
1 Year
4.3%
+6.4% vs index
3 Years
14.2%
+4.4% vs index
5 Years
12.1%
+2.6% vs index
Since launch
16.6%
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
+0.4%+4.1% vs index
Why this score
Kotak Focused scores 72/100 — #6 of 28 Focused fund (Buy). It stands out for expense ratio and 3y return — beating 94% of peers on expense ratio. 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.
Expense ratio0.73% · 94th percentile in category
3Y return14.18% · 69th percentile in category
Sharpe ratio0.78 · 80th percentile in category
5Y return12.05% · 65th percentile in category
Alpha3.73 · 76th percentile in category
Volatility14.52 · 70th percentile in category
Top holdings
1.ICICI Bank Ltd7.12%
2.Zomato Ltd5.21%
3.State Bank of India5.08%
4.HDFC Bank Ltd5%
5.Shriram Transport Finance Company Ltd4.94%
29 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.