Kotak Focused Fund
Direct · Growth ₹29.48
22 Apr 2026
NAV
19.1%
3Y CAGR
20.4%
5Y CAGR
20.1%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
4.77
Sharpe
-36.3%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.97 L | 22.4% | -21.6% | 92.7% |
| 3 Years | ₹36.00 L | ₹46.34 L | 18.3% | 6.1% | 30.3% |
| 5 Years | ₹60.00 L | ₹92.29 L | 19.0% | 10.6% | 26.8% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 22.4% | 1.0% | +21.4% |
| 3 Years | 18.3% | 11.4% | +6.9% |
| 5 Years | 19.0% | 11.3% | +7.8% |