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 Risk | Very High Risk |
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 | -0.97% | -1.68% |
6 Month | -10.26% | -8.87% |
1 Year | 6.53% | 5.06% |
3 Year | 11.25% | 4.67% |
5 Year | 14.84% | 8.69% |
SIP Return Analysis
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -7.42% | -8.6% |
3 Year | 12.38% | 7.75% |
5 Year | 15.42% | 8.76% |
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 | 13.02% | 15.371% |
Sharp | 0.424% | -0.003% |
Beta | 0.917% | 1.001% |
Alpha | -1.872% | -8.073% |
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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 |
Fund Manage | 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 | 1.58 | 5.54 |
Large Cap | 80.41 | 73.41 |
Mid Cap | 11.56 | 21.06 |
Small Cap | 6.63 | - |
Sector Allocation
Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.58 | 5.54 |
Petroleum Products | 3.87 | - |
IT - Software | 11.77 | 5.97 |
Personal Products | 4.86 | - |
Construction | 2.73 | - |
Banks | 19.34 | 17.55 |
Pharmaceuticals & Biotechnology | 4.71 | 4.6 |
Healthcare Services | 3.03 | 2.82 |
Automobiles | 7.77 | 6.98 |
Industrial Products | 4.35 | 0.89 |
Gas | 2.85 | - |
Consumer Durables | 4.55 | - |
Aerospace & Defense | 3.37 | 3.02 |
Retailing | 6.51 | 11.35 |
Telecom - Services | 4.96 | 5.7 |
Cement & Cement Products | 2.94 | 0.69 |
Chemicals & Petrochemicals | 1.51 | 5 |
Finance | 3.86 | 9.91 |
Power | 4 | 6.41 |
Auto Components | 1.62 | 1.12 |
Electrical Equipment | - | 1.34 |
Financial Technology (Fintech) | - | 3.32 |
Fertilizers & Agrochemicals | - | 2.37 |
Transport Services | - | 2.67 |
Realty | - | 2.76 |
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