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MF_147473

Kotak Focused Fund- Direct Plan- Growth option

Equity Scheme - Focused Fund

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End Amount
₹28,619.76
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
15.55%
MF_147473 Return
Benchmark CAGR
11.54%
Nifty 50
Inflation Adj. CAGR
10.11%
Real Annualized Return
Alpha
0.04
Excess Return vs Benchmark
Beta
0.97
Volatility vs Benchmark
Sharpe Ratio
0.60
Risk-Adjusted Return
Sortino Ratio
0.86
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 59% 18% 15%
60 days 62% 12% 10%
90 days 63% 11% 7%
180 days 70% 8% 4%
1Yr 75% 5% 2%
3Yr 98% 3% 0%
5Yr 100% 3% 0%
7Yr 100% 4% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Kotak Focused Fund- Direct Plan- Growth option Nifty 50
30 days -13.0% | -69.3% | 24.8% | 212.9% 26.6% | -62.9% | 14.4% | 207.7%
60 days -38.0% | -54.3% | 23.5% | 130.0% -23.0% | -51.7% | 16.0% | 140.9%
90 days -28.9% | -62.1% | 22.6% | 111.3% -25.0% | -64.9% | 16.4% | 121.3%
1 Year -2.6% | -1.2% | 13.7% | 62.5% -10.0% | -5.4% | 11.1% | 62.0%
3 Years 14.2% | 12.8% | 18.5% | 27.1% 7.7% | 7.0% | 15.3% | 27.0%
5 Years 10.4% | 10.4% | 19.2% | 25.5% 6.4% | 6.1% | 16.1% | 23.7%
7 Years 15.1% | 14.9% | 17.0% | 17.7% 11.2% | 11.1% | 12.7% | 13.8%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 10 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 24, 2020 Nov. 7, 2020 288 days 36% Nifty 50: 38% 11376 7244 11434
March 3, 2021 May 27, 2021 85 days 6% Nifty 50: 6% 14393 13536 14467
Oct. 18, 2021 Jan. 12, 2022 86 days 8% Nifty 50: 10% 17863 16402 18100
Jan. 17, 2022 Dec. 1, 2022 318 days 18% Nifty 50: 16% 18241 14889 18261
Dec. 14, 2022 June 3, 2023 171 days 9% Nifty 50: 9% 18278 16606 18299
Sept. 11, 2023 Nov. 22, 2023 72 days 6% Nifty 50: 6% 20176 18998 20197
Sept. 26, 2024 Sept. 18, 2025 357 days 18% Nifty 50: 15% 28653 23513 28715
Jan. 6, 2026 Feb. 7, 2026 32 days 5% Nifty 50: 5% 30262 28725 30457
Feb. 11, 2026 July 4, 2026 143 days 14% Nifty 50: 14% 30627 26308 30722
Aug. 6, 2026 Oct. 30, 2026 85 days 11% Nifty 50: 10% 31240 27838 28620