Inception Date | 11 Sep 2009 |
Category | Equity Multi Cap |
Type | Open Ended Fund |
Benchmark | Multi Cap Peer Index |
Category Rank | 3 rd in Multi Cap Equity |
Formerly known as Kotak Select Focus Fund | |
Min Investment Amount | ₹5,000 |
Min SIP Investment | ₹500 |
Alpha | 2.0 |
Expense Ratio | 1.5% |
Sharpe Ratio | -0.3 |
Information Ratio | 0.2 |
Exit Load | 0-1 Years (1%),1 Years and above(NIL) |
Note: Data shown as on : 31 Jul 2025
(Compounded Annualised)
Return1 Year | 3 Year | 5 Year | Since Inception |
1.9% | 15.7% | 19.4% | 14.3% |
Past Return (Absolute)
2024 | 2023 | 2022 | 2021 | 2020 |
16.5% | 24.2% | 5.0% | 25.4% | 11.8% |
Investors understand that their principal will be at Moderately High risk