NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Kotak Focused Equity Fund Growth for NRI [24.21]

Min Investment

100

Fund Size

3,758.36 Cr

Expense Ratio

1.9%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

24.21

-0.71%

NAV as on 10 Nov 24, 12:00 AM

very high risk

focused fund

equity

NAV as on 10 Nov 24, 12:00 AM

very high risk

focused fund

equity

31.73%p.a.

Last 1Y

12.54%p.a.

Last 3Y

17.78%p.a.

Last 5Y

18.18%p.a.

Since Inception

About Kotak Focused Equity Fund Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Kotak Focused Equity Fund Growth scheme from Kotak Mahindra Asset Management Co Ltd. It is a Focused Fund mutual fund scheme that predominantly invests in Focused Fund stocks of companies. Launched on Jul 2019, Kotak Focused Equity Fund Growth is Focused Fund fund of its category with 3,758.36 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Focused Fund funds.

  • Kotak Focused Equity Fund Growth delivered 31.7% annual returns during the last year. It has delivered 18.2% average annual returns since the fund was launched.
  • Kotak Focused Equity Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in equity

Fund Objective

The investment objective of the scheme is to generate long term capital appreciation/income by investing in equity & equity related instruments across market capitalization of up to 30 companies. However, there is no assurance that the objective of the scheme will be realized.

Top 10 Holdings

ICICI Bank Ltd

6.19%

HDFC Bank Ltd

5.00%

Bharti Airtel Ltd

4.91%

Infosys Ltd

4.67%

Sun Pharmaceuticals Industries Ltd

4.58%

Shriram Finance Ltd

4.39%

Tech Mahindra Ltd

4.33%

Zomato Ltd

4.32%

Maruti Suzuki India Ltd

4.21%

NTPC Ltd

4.05%

Fund Managers

  1. Shibani Kurian (Jul 2019 - Present)

Key Information

View Scheme Document

Kotak Focused Equity Fund Growth SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on Kotak Focused Equity Fund Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in Kotak Focused Equity Fund Growth?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Kotak Focused Equity Fund Growth
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

Frequently Asked Questions