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 Risk	Very High Risk
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	-0.97%	-0.22%
6 Month	-10.26%	-2.92%
1 Year	6.53%	13.24%
3 Year	11.25%	22.48%
5 Year	14.84%	22.2%

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	HDFC Focused 30 Fund - GROWTH PLAN
6 Month	-	-
1 Year	-8.06%	2.51%
3 Year	12.03%	21.31%
5 Year	14.94%	24.85%

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	13.02%	11.516%
Sharp	0.424%	1.24%
Beta	0.917%	0.802%
Alpha	-1.872%	7.781%

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

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