Edelweiss Focused Fund vs Kotak Focused Equity Fund compare

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Kotak Focused Equity Fund- Regular plan _ Growth Option

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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 Risk	Very High Risk
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

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Edelweiss Focused Fund - Regular Plan - Growth
1 Month	-0.97%	-2.4%
6 Month	-10.26%	-9.47%
1 Year	6.53%	9.39%
3 Year	11.25%	-
5 Year	14.84%	-

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Edelweiss Focused Fund - Regular Plan - Growth
6 Month	-	-
1 Year	-7.42%	-5.31%
3 Year	12.38%	-
5 Year	15.42%	-

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%	-

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Edelweiss Focused Fund - Regular Plan - Growth
Standard Deviation	13.02%	-
Sharp	0.424%	-
Beta	0.917%	-
Alpha	-1.872%	-

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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

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

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