HDFC Focused 30 Fund vs Kotak Focused Equity Fund compare
Kotak Focused Equity Fund- Regular plan _ Growth Option
HDFC Focused 30 Fund - GROWTH PLAN
Chart Comparison
| 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) | ₹3530 Cr | ₹13127 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 05 Jul 2019 | 05 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 | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days./365 | Exit load of 1% if redeemed within 1 year/365 |
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | HDFC Focused 30 Fund - GROWTH PLAN |
|---|---|---|
| 1 Month | 1.07% | 0.76% |
| 6 Month | 20.62% | 18.32% |
| 1 Year | 38.82% | 43.05% |
| 3 Year | 17.56% | 28.45% |
| 5 Year | 20.1% | 24.9% |
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | HDFC Focused 30 Fund - GROWTH PLAN |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 16.78% | 19.57% |
| 3 Year | 34.49% | 52.12% |
| 5 Year | 66.61% | 101.93% |
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | HDFC Focused 30 Fund - GROWTH PLAN |
|---|---|---|
| 1 Year | 21.18% | 26.22% |
| 3 Year | 50.95% | 75.97% |
| 5 Year | 73.26% | 108.9% |
| 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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| 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 |
| Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
HDFC Focused 30 Fund - GROWTH PLAN |
|---|---|---|
| Large Cap | 81.84 | 69.63 |
| Mid Cap | 11.93 | 3.57 |
| Small Cap | 4.58 | 13.95 |
| Others | 1.33 | 12.85 |
| Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
HDFC Focused 30 Fund - GROWTH PLAN |
|---|---|---|
| Banks | 18.39 | 36.33 |
| Automobiles | 8.66 | 4.23 |
| Power | 4.72 | - |
| IT - Software | 9.65 | 9.03 |
| Pharmaceuticals and Biotechnology | 4.19 | - |
| Petroleum Products | 4.19 | - |
| Aerospace and Defense | 3.99 | - |
| Finance | 3.69 | - |
| Retailing | 3.61 | - |
| Telecom - Services | 3.36 | 3.87 |
| Gas | 3.29 | - |
| Personal Products | 5.27 | - |
| Construction | 3.11 | - |
| Cement and Cement Products | 3.02 | - |
| Consumer Durables | 4.86 | 2.01 |
| Auto Components | 5.47 | 2.59 |
| Industrial Products | 4.07 | - |
| Healthcare Services | 2.33 | 4.88 |
| Chemicals and Petrochemicals | 1.51 | - |
| Others | 1.33 | 9.31 |
| Beverages | 0.97 | 1.17 |
| Pharmaceuticals & Biotechnology | - | 8.48 |
| Insurance | - | 3.98 |
| Realty | - | 5.83 |
| Aerospace & Defense | - | 2.3 |
| Leisure Services | - | 2.18 |
| Electrical Equipment | - | 1.35 |
| Agricultural, Commercial & Construction Vehicles | - | 1.26 |
| Transport Services | - | 0.6 |
| IT - Services | - | 0.6 |
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