HDFC Focused 30 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 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) ₹3505 Cr ₹14968 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 1.88 1.68
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

Trailing Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option HDFC Focused 30 Fund - GROWTH PLAN
1 Month 0.57% 0.33%
6 Month -0.24% 4.79%
1 Year 17.62% 24.32%
3 Year 13.7% 24.72%
5 Year 16.98% 22.51%

SIP Return Analysis

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option HDFC Focused 30 Fund - GROWTH PLAN
6 Month - -
1 Year 9.03% 16.25%
3 Year 18.06% 26.46%
5 Year 18.97% 27.92%

Rolling Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option HDFC Focused 30 Fund - GROWTH PLAN
1 Year 18.28% 15.41%
3 Year 17.7% 12.4%
5 Year 19.96% 11.56%

Risk Management

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option HDFC Focused 30 Fund - GROWTH PLAN
Standard Deviation 11.68% 11.38%
Sharp 0.97% 1.69%
Beta 0.89% 0.77%
Alpha -0.21% 9.33%

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Fund Managers

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
Fund Manage 24 40
Kotak Focused Equity Fund- Regular plan _ Growth Option HDFC Focused 30 Fund - GROWTH PLAN

Market Cap

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

HDFC Focused 30 Fund - GROWTH PLAN

Others 1.58 13.27
Large Cap 80.41 66.47
Mid Cap 11.56 3.51
Small Cap 6.63 16.75

Sector Allocation

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

HDFC Focused 30 Fund - GROWTH PLAN

Others 1.58 13.27
Petroleum Products 3.87 -
IT - Software 11.77 4.63
Personal Products 4.86 -
Construction 2.73 -
Banks 19.34 35.37
Pharmaceuticals & Biotechnology 4.71 7.92
Healthcare Services 3.03 4.36
Automobiles 7.77 8.52
Industrial Products 4.35 -
Gas 2.85 -
Consumer Durables 4.55 1.7
Aerospace & Defense 3.37 0.57
Retailing 6.51 -
Telecom - Services 4.96 3.79
Cement & Cement Products 2.94 -
Chemicals & Petrochemicals 1.51 -
Finance 3.86 -
Power 4 -
Auto Components 1.62 2.28
Realty - 4.2
Agricultural, Commercial & Construction Vehicles - 1.33
Leisure Services - 3.01
Ferrous Metals - 1.74
Electrical Equipment - 1.31
Insurance - 4.55
Beverages - 1.45

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