Kotak Focused Fund has completed 7 years; the CAGR since inception has been over 17%. The Tier-1 benchmark of the fund is Nifty 500 TRI. The fund has beaten Tier-1 benchmark performance, thereby creating an alpha of over 3% since inception. The fund has returned over 9% in the past 1 year, whereas the benchmark return was 0.5%. The fund's AUM is Rs 4,298 crores, (as of June 30, 2026) managed by Shibani Kurian.
Kotak Focused Fund is an open-ended equity scheme investing in maximum 30 stocks in large-cap, mid-cap and small-cap category. The fund selects stocks following the process of “Distilling Gold from Ore”. The fund aims to select high-quality companies at reasonable valuations. The fund's portfolio positioning follows a barbell approach, with domestic cyclicals on one side and some defensives on the other side.
The top 10 stocks as of May 31, 2026
The scheme performance of the fund as of May 29, 2026, below.
