Edelweiss Focused Fund vs Kotak Focused Equity Fund compare
Kotak Focused Equity Fund- Regular plan _ Growth Option
Edelweiss Focused Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Focused Equity Fund- Regular plan _ Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3349 Cr | ₹897 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 16 Jul 2019 | 01 Aug 2022 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 21.79% | 49% |
Expense Ratio | 1.9 | 2.24 |
Manager | Arjun Khanna | Trideep Bhattacharya |
ISIN Code | INF174KA1EK3 | INF754K01OL0 |
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 | Edelweiss Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
1 Month | 4.02% | 4.12% |
6 Month | -3.44% | -3.27% |
1 Year | 9.8% | 12.67% |
3 Year | 13.64% | - |
5 Year | 22.24% | - |
SIP Return Analysis
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 0.53% | -0.95% |
1 Year | -4.37% | -4.65% |
3 Year | 13.93% | - |
5 Year | 15.27% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 18.28% | 33.15% |
3 Year | 17.37% | - |
5 Year | 18.3% | - |
Risk Management
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.295% | - |
Sharp | 0.368% | - |
Beta | 0.898% | - |
Alpha | -1.119% | - |
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Fund Managers
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Name | Arjun Khanna | Trideep Bhattacharya |
Total AUM | ₹169639 Cr | ₹0 Cr |
Funds Managed | 24 | 9 |
Kotak Focused Equity Fund- Regular plan _ Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 4.22 | 6.4 |
Large Cap | 75.43 | 67.43 |
Mid Cap | 12.09 | 22.74 |
Small Cap | 8.26 | 3.43 |
Sector Allocation
Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 1.27 | 3.35 |
Energy | 3.85 | 4.44 |
Technology | 13.03 | 14.64 |
Industrials | 19.62 | 14.09 |
Financial Services | 24.56 | 30.14 |
Healthcare | 7.2 | 4.37 |
Consumer Cyclical | 13.45 | 16.75 |
Consumer Defensive | 2.32 | 3.88 |
Utilities | 6.27 | 2.71 |
Communication Services | 5.24 | - |
Basic Materials | 3.19 | 3.52 |
Real Estate | - | 2.1 |
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