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) ₹3530 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 1.07% 5.92%
6 Month 20.62% 27.81%
1 Year 38.82% 69.98%
3 Year 17.56% 24.14%
5 Year 20.1% -

SIP Return Analysis

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option INVESCO INDIA FOCUSED FUND - Growth
6 Month - -
1 Year 16.78% 26.66%
3 Year 34.49% 53.09%
5 Year 66.61% 64.31%

Rolling Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option INVESCO INDIA FOCUSED FUND - Growth
1 Year 21.18% 24.04%
3 Year 50.95% 64.74%
5 Year 73.26% 73.33%

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

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

Sector Allocation

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

INVESCO INDIA FOCUSED FUND - Growth

Banks 18.39 -
Automobiles 8.66 -
Power 4.72 -
IT - Software 9.65 -
Pharmaceuticals and Biotechnology 4.19 -
Petroleum Products 4.19 -
Aerospace and Defense 3.99 -
Finance 3.69 -
Retailing 3.61 -
Telecom - Services 3.36 -
Gas 3.29 -
Personal Products 5.27 -
Construction 3.11 6.32
Cement and Cement Products 3.02 -
Consumer Durables 4.86 -
Auto Components 5.47 -
Industrial Products 4.07 -
Healthcare Services 2.33 -
Chemicals and Petrochemicals 1.51 -
Others 1.33 4.52
Beverages 0.97 -
Financial - 18.89
Services - 16.17
Technology - 9.49
Capital Goods - 13.72
Consumer Staples - 9.97
Healthcare - 9.61
Consumer Discretionary - 3.98
Unclassified - 3.94
Automobile - 3.39

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