Axis Focused Fund vs Kotak Focused Equity Fund compare

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tortoise-icon Kotak Focused Equity Fund- Regular plan _ Growth Option

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tortoise-icon Axis Focused Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹3674 Cr ₹13882 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 05 Jul 2019 02 May 2012
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 21.79% 180%
Expense Ratio 1.88 1.72
Manager Arjun Khanna Shreyash Devalkar
ISIN Code INF174KA1EK3 INF846K01CH7
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Axis Focused Fund - Regular Plan - Growth Option
1 Month 1.07% 2.69%
6 Month 20.62% 17.53%
1 Year 38.82% 32.15%
3 Year 17.56% 6.95%
5 Year 20.1% 14.73%

SIP Return Analysis

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Axis Focused Fund - Regular Plan - Growth Option
6 Month - -
1 Year 16.78% 13.1%
3 Year 34.49% 20.06%
5 Year 66.61% 38.42%

Rolling Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Axis Focused Fund - Regular Plan - Growth Option
1 Year 21.18% 15.01%
3 Year 50.95% 28.22%
5 Year 73.26% 41.51%

Risk Management

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Axis Focused Fund - Regular Plan - Growth Option
Standard Deviation 11.68% 15.43%
Sharp 0.97% 0.22%
Beta 0.89% 1.05%
Alpha -0.21% -10.87%

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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 1.33 2.25
Large Cap 81.84 79.33
Mid Cap 11.93 18.31
Small Cap 4.58 0.1

Sector Allocation

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

Axis Focused Fund - Regular Plan - Growth Option

Others 1.33 2.25
Petroleum Products 4.19 5.04
IT - Software 9.65 6.12
Personal Products 5.27 -
Construction 3.11 -
Banks 18.39 13.06
Pharmaceuticals and Biotechnology 4.19 -
Healthcare Services 2.33 2.64
Industrial Products 4.07 0.77
Gas 3.29 -
Automobiles 8.66 7.41
Consumer Durables 4.86 -
Aerospace and Defense 3.99 -
Telecom - Services 3.36 4.59
Auto Components 5.47 3.08
Cement and Cement Products 3.02 -
Chemicals and Petrochemicals 1.51 -
Beverages 0.97 -
Finance 3.69 15.68
Power 4.72 7.22
Retailing 3.61 10.69
Aerospace & Defense - 3.28
Cement & Cement Products - 2.2
Chemicals & Petrochemicals - 6.09
Pharmaceuticals & Biotechnology - 3.45
Food Products - 0.1
Fertilizers & Agrochemicals - 1.93
Transport Services - 2.01
Realty - 2.38

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