NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹24.39
-0.76%
NAV as on 18 Dec 24, 12:00 AM
very high risk
focused fund
equity
NAV as on 18 Dec 24, 12:00 AM
very high risk
focused fund
equity
19.27%p.a.
Last 1Y
14.35%p.a.
Last 3Y
17.34%p.a.
Last 5Y
18.12%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 3,505.43 Cr fund under management as on Dec 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 19.3% annual returns during the last year. It has delivered 18.1% 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
6.74%
HDFC Bank Ltd
5.37%
Bharti Airtel Ltd
4.96%
Tech Mahindra Ltd
4.74%
Sun Pharmaceuticals Industries Ltd
4.71%
Infosys Ltd
4.69%
Zomato Ltd
4.10%
NTPC Ltd
4.00%
Reliance Industries Ltd
3.87%
Shriram Finance Ltd
3.86%
Fund Managers
- Shibani Kurian (Jul 2019 - Present)
Key Information
View Scheme Document
Kotak Focused Equity Fund Growth SIP Calculator
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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 Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% 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
Similar Funds
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3Y Return
SBI Focused Equity Fund Growth
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10.7%
HDFC Focused 30 Fund Growth
very high risk | equity
25.9%
Axis Focused Fund Growth
very high risk | equity
6.3%
Frequently Asked Questions
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