The fund has delivered annualised SIP returns of around 17.7% over this period.
An investor who put in a lumpsum of ₹10,000 at launch would have seen it grow to about ₹28,029, the fund house said.
Launched on July 16, 2019, the fund is managed by Shibani Sircar Kurian. Its assets under management (AUM) have crossed ₹3,700 crore.
The scheme runs a concentrated portfolio, investing in a maximum of 30 companies. Around 79% of the portfolio is in large caps and about 17% in mid caps. The fund currently holds more weight in large banks, telecom, technology, consumer discretionary and capital market sectors. It remains underweight on metals and oil & gas.
Despite the focused approach, the scheme has maintained a beta of less than 1 and a Sharpe ratio above 1, helping it deliver good risk-adjusted returns. The fund has consistently outperformed its benchmark over six months, one year, three years, five years and since inception.
According to its track record, Kotak Focused Fund has delivered positive returns 100% of the time over any three or five-year holding period so far.
The minimum initial investment for investors is ₹100.
However, experts caution that past returns may not repeat in the same way in future and investors should match such schemes with their risk appetite and time horizon.
