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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) ₹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

Trailing Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option HDFC Focused 30 Fund - GROWTH PLAN
1 Month 1.37% 2.03%
6 Month -3.75% 1.4%
1 Year 5.95% 15.25%
3 Year 13.37% 23.39%
5 Year 22.17% 30.79%

SIP Return Analysis

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option HDFC Focused 30 Fund - GROWTH PLAN
6 Month 1.3% 4.06%
1 Year -4.39% 6.97%
3 Year 14.05% 23.34%
5 Year 15.32% 25.49%

Rolling Lumpsum Returns

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%

Risk Management

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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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
Funds Managed 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 4.22 16.06
Large Cap 75.43 66.22
Mid Cap 12.09 3.81
Small Cap 8.26 13.92

Sector Allocation

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

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