Edelweiss 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 Edelweiss Focused 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 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) ₹3505 Cr ₹896 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 1.88 2.23
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 0.57% 3.43%
6 Month -0.24% 3.73%
1 Year 17.62% 23.37%
3 Year 13.7% -
5 Year 16.98% -

SIP Return Analysis

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Edelweiss Focused Fund - Regular Plan - Growth
6 Month - -
1 Year 9.03% 17.87%
3 Year 18.06% -
5 Year 18.97% -

Rolling Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Edelweiss Focused Fund - Regular Plan - Growth
1 Year 18.28% 36.16%
3 Year 17.7% -
5 Year 19.96% -

Risk Management

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Edelweiss Focused Fund - Regular Plan - Growth
Standard Deviation 11.68% 10.83%
Sharp 0.97% -
Beta 0.89% -
Alpha -0.21% -

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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
Fund Manage 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 1.58 7.35
Large Cap 80.41 77.53
Mid Cap 11.56 13.93
Small Cap 6.63 1.19

Sector Allocation

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

Edelweiss Focused Fund - Regular Plan - Growth

Others 1.58 2.37
Petroleum Products 3.87 -
IT - Software 11.77 -
Personal Products 4.86 -
Construction 2.73 8.14
Banks 19.34 -
Pharmaceuticals & Biotechnology 4.71 -
Healthcare Services 3.03 -
Automobiles 7.77 -
Industrial Products 4.35 -
Gas 2.85 -
Consumer Durables 4.55 -
Aerospace & Defense 3.37 -
Retailing 6.51 -
Telecom - Services 4.96 -
Cement & Cement Products 2.94 -
Chemicals & Petrochemicals 1.51 -
Finance 3.86 -
Power 4 -
Auto Components 1.62 -
Energy - 8.29
Consumer Staples - 2.84
Financial - 25.52
Healthcare - 4.09
Capital Goods - 14.88
Automobile - 6.74
Materials - 4.22
Consumer Discretionary - 2.88
Technology - 8.99
Services - 8.94
Metals & Mining - 2.1

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