DSP Focus 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 DSP Focus Fund - Regular Plan - Growth

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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 DSP Focus Fund - Regular Plan - Growth
Fund Kotak Focused Equity Fund- Regular plan _ Growth Option DSP Focus Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Low to Moderate
Asset Size (Cr) ₹3505 Cr ₹2546 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 16 Jul 2019 10 Jun 2010
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 21.79% 31%
Expense Ratio 1.88 2.03
Manager Arjun Khanna Vinit Sambre
ISIN Code INF174KA1EK3 INF740K01532
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 DSP Focus Fund - Regular Plan - 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 DSP Focus Fund - Regular Plan - Growth
1 Month 0.57% 1.24%
6 Month -0.24% 3.25%
1 Year 17.62% 19.07%
3 Year 13.7% 16.04%
5 Year 16.98% 15.32%

SIP Return Analysis

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option DSP Focus Fund - Regular Plan - Growth
6 Month - -
1 Year 9.03% 15.06%
3 Year 18.06% 22.73%
5 Year 18.97% 20%

Rolling Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option DSP Focus Fund - Regular Plan - Growth
1 Year 18.28% 9.54%
3 Year 17.7% 12.7%
5 Year 19.96% 12.2%

Risk Management

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option DSP Focus Fund - Regular Plan - Growth
Standard Deviation 11.68% 14.04%
Sharp 0.97% 0.66%
Beta 0.89% 1.01%
Alpha -0.21% -0.23%

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Fund Managers

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option DSP Focus Fund - Regular Plan - Growth
Name Arjun Khanna Vinit Sambre
Total AUM ₹169639 Cr ₹31142 Cr
Fund Manage 24 3
Kotak Focused Equity Fund- Regular plan _ Growth Option DSP Focus Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

DSP Focus Fund - Regular Plan - Growth

Others 1.58 8.67
Large Cap 80.41 47
Mid Cap 11.56 25.53
Small Cap 6.63 18.01

Sector Allocation

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

DSP Focus Fund - Regular Plan - Growth

Others 1.58 8.67
Petroleum Products 3.87 2.88
IT - Software 11.77 10.91
Personal Products 4.86 -
Construction 2.73 -
Banks 19.34 14.48
Pharmaceuticals & Biotechnology 4.71 10.07
Healthcare Services 3.03 -
Automobiles 7.77 2.77
Industrial Products 4.35 9.73
Gas 2.85 2.18
Consumer Durables 4.55 3.09
Aerospace & Defense 3.37 -
Retailing 6.51 -
Telecom - Services 4.96 -
Cement & Cement Products 2.94 -
Chemicals & Petrochemicals 1.51 -
Finance 3.86 12.46
Power 4 -
Auto Components 1.62 5.16
Non - Ferrous Metals - 1.68
Insurance - 2.16
Fertilizers & Agrochemicals - 2.86
Realty - 3.34
Leisure Services - 1.98
Oil - 1.77
Food Products - 3.02

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