Kotak Focused Equity Fund vs DSP Focus Fund compare

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tortoise-icon Kotak Focused Equity Fund- Regular plan _ Growth Option

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tortoise-icon DSP Focus Fund - Regular Plan - 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 DSP Focus Fund - Regular Plan - Growth
Fund Kotak Focused Equity Fund- Regular plan _ Growth Option DSP Focus Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3674 Cr ₹2516 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 05 Jul 2019 10 Jun 2010
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 21.79% 31%
Expense Ratio 1.88 2.06
Manager Arjun Khanna Vinit Sambre
ISIN Code INF174KA1EK3 INF740K01532
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 of 1% if redeemed less than 12 months/365

Trailing Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option DSP Focus Fund - Regular Plan - Growth
1 Month 1.07% -5.68%
6 Month 20.62% 15.09%
1 Year 38.82% 41.06%
3 Year 17.56% 15.65%
5 Year 20.1% 16.43%

SIP Return Analysis

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option DSP Focus Fund - Regular Plan - Growth
6 Month - -
1 Year 16.78% 16.87%
3 Year 34.49% 37.57%
5 Year 66.61% 63.11%

Rolling Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option DSP Focus Fund - Regular Plan - Growth
1 Year 17.81% 9.58%
3 Year 17.7% 12.65%
5 Year 19.95% 12.21%

Risk Management

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option DSP Focus Fund - Regular Plan - Growth
Standard Deviation 11.68% 14.04%
Sharp 0.97% 0.76%
Beta 0.89% 1.01%
Alpha -0.21% -0.07%

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Fund Managers

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option DSP Focus Fund - Regular Plan - Growth
Name Arjun Khanna Vinit Sambre
Total AUM ₹169639 Cr ₹31142 Cr
Fund Manage 24 3
Kotak Focused Equity Fund- Regular plan _ Growth Option DSP Focus Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

DSP Focus Fund - Regular Plan - Growth

Others 1.33 2.92
Large Cap 81.84 54.58
Mid Cap 11.93 27.78
Small Cap 4.58 14.73

Sector Allocation

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

DSP Focus Fund - Regular Plan - Growth

Others 1.33 2.92
Petroleum Products 4.19 -
IT - Software 9.65 -
Personal Products 5.27 -
Construction 3.11 3.7
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 - 8.55
Energy - 10.12
Metals & Mining - 4.8
Healthcare - 9.12
Financial - 28.68
Capital Goods - 12.39
Insurance - 2.01
Automobile - 10.09
Chemicals - 2.69
Services - 2.36
Materials - 2.58

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