Kotak Focused Fund Direct Growth

Scheme code: INF174KA1EN7 NAV value: ₹ 27.2240 NAV date: 19 March, 2026 TER: 0.54%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Focused Fund

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-4.17	92.85	14.85	21.39	11.31
3 year	10.71	32.29	18.91	19.09	16.76
5 year	14.04	27.88	21.36	20.73	15.84

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	21.39
3 year	6.28	30.95	15.04	19.09
5 year	8.38	26.02	14.22	20.73
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	21.39
3 year	6.56	19.64	13.57	19.09
5 year	9.22	12.29	10.75	20.73

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	21.39
3 year	7.68	21.49	15.06	19.09
5 year	10.37	13.5	11.93	20.73

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	21.39
3 year	8.04	32.03	17.81	19.09
5 year	8.18	28.64	15.34	20.73
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,08,732 - Absolute Returns: ₹1,08,732 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,51,391 - Absolute Returns: ₹10,51,391 - CAGR: %

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹94,25,257 - Absolute Returns: ₹34,25,257 - CAGR: %

Max Drawdown

-36.33 %

Drawdown Duration

2 months

Recovery Time

8 months

Avg Drawdown

-4.72 %

1 Y

0.5888

3 Y

0.5255

5 Y

0.5706

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	11.31	1.01	107.3	92.7	15.28 %	4.00 %
3 years	6.86	0.99	102.3	93.5	18.10 %	11.28 %
5 years	5.05	0.95	97.1	90.8	14.35 %	9.44 %
7 years	4.98	0.90	92.6	86.8	15.55 %	11.01 %
10 years	3.16	0.90	92.6	86.8	10.64 %	7.58 %
12 years	2.49	0.90	92.6	86.8	8.79 %	6.28 %
15 years	1.84	0.90	92.6	86.8	6.98 %	4.99 %