Kotak Focused Fund
Direct · Growth ₹30.01
18 Jun 2026
NAV
19.0%
3Y CAGR
20.0%
5Y CAGR
19.8%
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.
4.26
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 | ₹12.93 L | 21.8% | -21.6% | 92.7% |
| 3 Years | ₹36.00 L | ₹46.24 L | 18.0% | 6.1% | 30.3% |
| 5 Years | ₹60.00 L | ₹91.87 L | 18.6% | 10.6% | 26.8% |
| 7 Years | ₹84.00 L | ₹1.45 Cr | 15.7% | 15.2% | 16.6% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 21.8% | 14.5% | 17.2% | +7.3% |
| 3 Years | 18.0% | 11.2% | 16.7% | +6.8% |
| 5 Years | 18.6% | 10.4% | 15.6% | +8.1% |
| 7 Years | 15.7% | 10.6% | 15.1% | +5.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 20.9% | 14.5% | -4.2% | 92.8% | 0.78 | 6.34 | 96% | — | — |
| 3 Years | 19.0% | 18.8% | 10.7% | 32.3% | 3.72 | — | 100% | — | — |
| 5 Years | 20.0% | 20.4% | 13.4% | 27.9% | 4.26 | — | 100% | — | — |
-36.3%
Max Drawdown
2 mo
Drawdown Duration
8 mo
Recovery Time
-4.8%
Avg Drawdown
Calmar Ratio by Duration
0.58
1Y
0.52
3Y
0.55
5Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +13.40 | 1.06 | 110.7% | 93.4% | 9.8% | -3.1% |
| 3 Years | +8.33 | 1.01 | 104.7% | 94.7% | 17.1% | 8.7% |
| 5 Years | +5.68 | 0.97 | 98.5% | 91.5% | 14.6% | 8.9% |
| 7 Years | +5.84 | 0.91 | 93.5% | 87.2% | 16.9% | 11.5% |
| 10 Years | +3.76 | 0.91 | 93.5% | 87.2% | 11.5% | 7.9% |
| 12 Years | +2.98 | 0.91 | 93.5% | 87.2% | 9.5% | 6.5% |
| 15 Years | +2.23 | 0.91 | 93.5% | 87.2% | 7.5% | 5.2% |