INVESCO INDIA FOCUSED FUND vs Kotak Focused Equity Fund compare

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Kotak Focused Equity Fund- Regular plan _ Growth Option

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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 Risk	Very High Risk
Asset Size (Cr)	₹3349 Cr	₹3361 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	1.9	1.87
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

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	INVESCO INDIA FOCUSED FUND - Growth
1 Month	-0.97%	-2.51%
6 Month	-10.26%	-7.5%
1 Year	6.53%	15.11%
3 Year	11.25%	18.66%
5 Year	14.84%	-

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	INVESCO INDIA FOCUSED FUND - Growth
6 Month	-	-
1 Year	-7.42%	-3.07%
3 Year	12.38%	24.14%
5 Year	15.42%	-

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	INVESCO INDIA FOCUSED FUND - Growth
1 Year	18.28%	20.31%
3 Year	17.37%	21.04%
5 Year	18.3%	-

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	INVESCO INDIA FOCUSED FUND - Growth
Standard Deviation	13.02%	15.574%
Sharp	0.424%	0.78%
Beta	0.917%	0.992%
Alpha	-1.872%	4.108%

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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

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	INVESCO INDIA FOCUSED FUND - Growth
Others	1.58	6.65
Large Cap	80.41	51.13
Mid Cap	11.56	27.53
Small Cap	6.63	14.69

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	INVESCO INDIA FOCUSED FUND - Growth
Others	1.58	6.65
Petroleum Products	3.87	-
IT - Software	11.77	8.61
Personal Products	4.86	-
Construction	2.73	4.89
Banks	19.34	17.9
Pharmaceuticals & Biotechnology	4.71	7.45
Healthcare Services	3.03	3.55
Automobiles	7.77	-
Industrial Products	4.35	-
Gas	2.85	-
Consumer Durables	4.55	11.36
Aerospace & Defense	3.37	2.68
Retailing	6.51	10.63
Telecom - Services	4.96	-
Cement & Cement Products	2.94	-
Chemicals & Petrochemicals	1.51	-
Finance	3.86	-
Power	4	-
Auto Components	1.62	-
Electrical Equipment	-	9.4
Paper, Forest & Jute Products	-	4
Beverages	-	5.24
Agricultural, Commercial & Construction Vehicles	-	3.31
Transport Services	-	4.33