Kotak Focused Equity Fund - NFO

An open – ended equity scheme that invests in a concentrated portfolio of upto 30 stocks across market capitalization

  • NFO Opens on : June 25, 2019
  • NFO Closes on : July 9, 2019

Stock Selection: High Quality Companies at Reasonable Valuations. Process for Kotak Equity Funds
Stage 1
Number of listed & traded stocks in India: ~3000
Stage 2
Number of stocks with market cap of > 1400 cr: 653
Stage 3
Number of stocks under research coverage: 327 ( 85% of India’s M-Cap)
Stage 4
45-70 diversified Ideas.
Stage 5 Kotak Focused Equity Fund.
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Top Stock Ideas: ~25-30


  1. Concentrated Portfolio
  2. 25-30 high growth and good quality businesses with sustainable and scalable earnings potential over the long term.
  3. Leveraging on Research Capabilities
  4. Stock picking through the BMV model: ‘Business, Management and Valuation.
  5. Suitable for Long Term Investors
  6. Those looking to benefit from the structural growth opportunity in Indian equities.
  7. Multi-Cap Portfolio Strategy
  8. Ensuring stocks pick without market cap bias.
  9. Bottom Up Approach to Stock Picking
  10. With a top down thematic overlay.

Fund Facts.

Type of Scheme : An open ended equity scheme investing in maximum 30 stocks in large-cap, mid-cap and small-cap category.

Benchmark : Nifty 200

Write to NBS

Contact for more details about Kotak Focused Equity Fund -NFO