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) ₹3674 Cr ₹2819 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 05 Jul 2019 08 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 1.92
Manager Arjun Khanna Hiten Jain
ISIN Code INF174KA1EK3 INF205KA1189
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 for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365

Trailing Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option INVESCO INDIA FOCUSED FUND - Growth
1 Month -5.82% -5.36%
6 Month 5.72% 12%
1 Year 26.71% 51.27%
3 Year 11.95% 18.74%
5 Year 16.99% -

SIP Return Analysis

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option INVESCO INDIA FOCUSED FUND - Growth
6 Month - -
1 Year 17.96% 38.38%
3 Year 19.93% 34.15%
5 Year 19.95% -

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 1.33 10.14
Large Cap 81.84 61.33
Mid Cap 11.93 11.6
Small Cap 4.58 16.93

Sector Allocation

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

INVESCO INDIA FOCUSED FUND - Growth

Others 1.33 4.52
Petroleum Products 4.19 -
IT - Software 9.65 -
Personal Products 5.27 -
Construction 3.11 6.32
Banks 18.39 -
Pharmaceuticals and Biotechnology 4.19 -
Healthcare Services 2.33 -
Industrial Products 4.07 -
Gas 3.29 -
Automobiles 8.66 -
Consumer Durables 4.86 -
Aerospace and Defense 3.99 -
Telecom - Services 3.36 -
Auto Components 5.47 -
Cement and Cement Products 3.02 -
Chemicals and Petrochemicals 1.51 -
Beverages 0.97 -
Finance 3.69 -
Power 4.72 -
Retailing 3.61 -
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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