HDFC Focused 30 Fund vs Kotak Focused Equity Fund compare

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Kotak Focused Equity Fund- Regular plan _ Growth Option

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HDFC Focused 30 Fund - GROWTH PLAN

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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	HDFC Focused 30 Fund - GROWTH PLAN
Fund	Kotak Focused Equity Fund- Regular plan _ Growth Option	HDFC Focused 30 Fund - GROWTH PLAN
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3349 Cr	₹15688 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	16 Jul 2019	17 Sep 2004
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	21.79%	24.96%
Expense Ratio	1.9	1.67
Manager	Arjun Khanna	Dhruv Muchhal
ISIN Code	INF174KA1EK3	INF179K01574
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	HDFC Focused 30 Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	HDFC Focused 30 Fund - GROWTH PLAN
1 Month	5.46%	5.67%
6 Month	-12.53%	-5.34%
1 Year	4.92%	14.11%
3 Year	11.44%	21.95%
5 Year	24.11%	32.93%

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	HDFC Focused 30 Fund - GROWTH PLAN
6 Month	-3.89%	-0.48%
1 Year	-8.2%	2.84%
3 Year	13.11%	22.27%
5 Year	15.19%	25.24%

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	HDFC Focused 30 Fund - GROWTH PLAN
1 Year	18.28%	16.01%
3 Year	17.37%	12.6%
5 Year	18.3%	11.81%

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	HDFC Focused 30 Fund - GROWTH PLAN
Standard Deviation	13.295%	11.245%
Sharp	0.368%	1.3%
Beta	0.898%	0.756%
Alpha	-1.119%	9.571%

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Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	HDFC Focused 30 Fund - GROWTH PLAN
Name	Arjun Khanna	Dhruv Muchhal
Total AUM	₹169639 Cr	₹520687 Cr
Funds Managed	24	40
	Kotak Focused Equity Fund- Regular plan _ Growth Option	HDFC Focused 30 Fund - GROWTH PLAN

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	HDFC Focused 30 Fund - GROWTH PLAN
Others	4.22	16.06
Large Cap	75.43	66.22
Mid Cap	12.09	3.81
Small Cap	8.26	13.92

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	HDFC Focused 30 Fund - GROWTH PLAN
Others	1.27	13.91
Energy	3.85	-
Technology	13.03	4.43
Industrials	19.62	3.31
Financial Services	24.56	39.06
Healthcare	7.2	10.65
Consumer Cyclical	13.45	20.08
Consumer Defensive	2.32	0
Utilities	6.27	-
Communication Services	5.24	3.65
Basic Materials	3.19	2.77
Real Estate	-	2.12