INVESCO INDIA FOCUSED 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 INVESCO INDIA FOCUSED FUND - Growth

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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 INVESCO INDIA FOCUSED FUND - Growth
Fund Kotak Focused Equity Fund- Regular plan _ Growth Option INVESCO INDIA FOCUSED FUND - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3505 Cr ₹3293 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 16 Jul 2019 29 Sep 2020
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI BSE 500
Turn Over 21.79% 84%
Expense Ratio 1.88 1.91
Manager Arjun Khanna Hiten Jain
ISIN Code INF174KA1EK3 INF205KA1189
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 Invesco India Focused 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 INVESCO INDIA FOCUSED FUND - Growth
1 Month 0.57% 5.5%
6 Month -0.24% 11.24%
1 Year 17.62% 43.5%
3 Year 13.7% 21.55%
5 Year 16.98% -

SIP Return Analysis

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option INVESCO INDIA FOCUSED FUND - Growth
6 Month - -
1 Year 9.03% 33.46%
3 Year 18.06% 35.25%
5 Year 18.97% -

Rolling Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option INVESCO INDIA FOCUSED FUND - Growth
1 Year 18.28% 18.11%
3 Year 17.7% 21.21%
5 Year 19.96% -

Risk Management

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option INVESCO INDIA FOCUSED FUND - Growth
Standard Deviation 11.68% 14.15%
Sharp 0.97% 1.12%
Beta 0.89% 0.93%
Alpha -0.21% 4.7%

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Fund Managers

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option INVESCO INDIA FOCUSED FUND - Growth
Name Arjun Khanna Hiten Jain
Total AUM ₹169639 Cr ₹4078 Cr
Fund Manage 24 4
Kotak Focused Equity Fund- Regular plan _ Growth Option INVESCO INDIA FOCUSED FUND - Growth

Market Cap

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

INVESCO INDIA FOCUSED FUND - Growth

Others 1.58 10.14
Large Cap 80.41 61.33
Mid Cap 11.56 11.6
Small Cap 6.63 16.93

Sector Allocation

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

INVESCO INDIA FOCUSED FUND - Growth

Others 1.58 4.52
Petroleum Products 3.87 -
IT - Software 11.77 -
Personal Products 4.86 -
Construction 2.73 6.32
Banks 19.34 -
Pharmaceuticals & Biotechnology 4.71 -
Healthcare Services 3.03 -
Automobiles 7.77 -
Industrial Products 4.35 -
Gas 2.85 -
Consumer Durables 4.55 -
Aerospace & Defense 3.37 -
Retailing 6.51 -
Telecom - Services 4.96 -
Cement & Cement Products 2.94 -
Chemicals & Petrochemicals 1.51 -
Finance 3.86 -
Power 4 -
Auto Components 1.62 -
Technology - 9.49
Consumer Staples - 9.97
Financial - 18.89
Capital Goods - 13.72
Consumer Discretionary - 3.98
Healthcare - 9.61
Services - 16.17
Automobile - 3.39
Unclassified - 3.94

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