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Axis Focused Fund vs Kotak Focused Equity Fund compare
Kotak Focused Equity Fund- Regular plan _ Growth Option
Axis Focused Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Focused Equity Fund- Regular plan _ Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3349 Cr | ₹12350 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 16 Jul 2019 | 29 Jun 2012 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 21.79% | 180% |
| Expense Ratio | 1.9 | 1.74 |
| Manager | Arjun Khanna | Shreyash Devalkar |
| ISIN Code | INF174KA1EK3 | INF846K01CH7 |
| Exits Load | Kotak Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis Focused Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 4.79% | 5.87% |
| 6 Month | -13.09% | -12.11% |
| 1 Year | 4.33% | 1.53% |
| 3 Year | 11.21% | 4.87% |
| 5 Year | 23.97% | 17.38% |
SIP Return Analysis
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -3.89% | -2.96% |
| 1 Year | -8.2% | -5.41% |
| 3 Year | 13.11% | 10.15% |
| 5 Year | 15.19% | 9.5% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 18.28% | 14.68% |
| 3 Year | 17.37% | 14.5% |
| 5 Year | 18.3% | 13.74% |
Risk Management
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.295% | 15.748% |
| Sharp | 0.368% | -0.086% |
| Beta | 0.898% | 0.984% |
| Alpha | -1.119% | -7.923% |
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Fund Managers
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Arjun Khanna | Shreyash Devalkar |
| Total AUM | ₹169639 Cr | ₹166770 Cr |
| Funds Managed | 24 | 14 |
| Kotak Focused Equity Fund- Regular plan _ Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.22 | 6.92 |
| Large Cap | 75.43 | 74.02 |
| Mid Cap | 12.09 | 19.06 |
| Small Cap | 8.26 | - |
Sector Allocation
| Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.27 | 6.92 |
| Energy | 3.85 | - |
| Technology | 13.03 | 7.04 |
| Industrials | 19.62 | 8.32 |
| Financial Services | 24.56 | 33.08 |
| Healthcare | 7.2 | 9.35 |
| Consumer Cyclical | 13.45 | 11.66 |
| Consumer Defensive | 2.32 | 1.11 |
| Utilities | 6.27 | 4.95 |
| Communication Services | 5.24 | 8.65 |
| Basic Materials | 3.19 | 6.1 |
| Real Estate | - | 2.84 |
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