Kotak Focused Equity Fund vs HDFC Focused 30 Fund compare
Kotak Focused Equity Fund- Regular plan _ Growth Option
HDFC Focused 30 Fund - GROWTH PLAN
Chart Comparison
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | HDFC Focused 30 Fund - GROWTH PLAN |
|---|---|---|
| Fund | Kotak Focused Equity Fund- Regular plan _ Growth Option | HDFC Focused 30 Fund - GROWTH PLAN |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3505 Cr | ₹14968 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 16 Jul 2019 | 17 Sep 2004 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 21.79% | 24.96% |
| Expense Ratio | 1.88 | 1.68 |
| Manager | Arjun Khanna | Dhruv Muchhal |
| ISIN Code | INF174KA1EK3 | INF179K01574 |
| 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 | HDFC Focused 30 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 | HDFC Focused 30 Fund - GROWTH PLAN |
|---|---|---|
| 1 Month | -3.51% | -2.22% |
| 6 Month | -7.06% | -0.23% |
| 1 Year | 11.71% | 19.25% |
| 3 Year | 11.71% | 22.12% |
| 5 Year | 16.03% | 23.03% |
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | HDFC Focused 30 Fund - GROWTH PLAN |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 4.52% | 11% |
| 3 Year | 17.18% | 24.99% |
| 5 Year | 18.3% | 27.21% |
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | HDFC Focused 30 Fund - GROWTH PLAN |
|---|---|---|
| 1 Year | 18.28% | 15.41% |
| 3 Year | 17.7% | 12.4% |
| 5 Year | 19.96% | 11.56% |
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | HDFC Focused 30 Fund - GROWTH PLAN |
|---|---|---|
| Standard Deviation | 11.68% | 11.38% |
| Sharp | 0.97% | 1.69% |
| Beta | 0.89% | 0.77% |
| Alpha | -0.21% | 9.33% |
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| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | HDFC Focused 30 Fund - GROWTH PLAN |
|---|---|---|
| Name | Arjun Khanna | Dhruv Muchhal |
| Total AUM | ₹169639 Cr | ₹520687 Cr |
| Fund Manage | 24 | 40 |
| Kotak Focused Equity Fund- Regular plan _ Growth Option | HDFC Focused 30 Fund - GROWTH PLAN |
| Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
HDFC Focused 30 Fund - GROWTH PLAN |
|---|---|---|
| Others | 1.58 | 13.27 |
| Large Cap | 80.41 | 66.47 |
| Mid Cap | 11.56 | 3.51 |
| Small Cap | 6.63 | 16.75 |
| Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
HDFC Focused 30 Fund - GROWTH PLAN |
|---|---|---|
| Others | 1.58 | 13.27 |
| Petroleum Products | 3.87 | - |
| IT - Software | 11.77 | 4.63 |
| Personal Products | 4.86 | - |
| Construction | 2.73 | - |
| Banks | 19.34 | 35.37 |
| Pharmaceuticals & Biotechnology | 4.71 | 7.92 |
| Healthcare Services | 3.03 | 4.36 |
| Automobiles | 7.77 | 8.52 |
| Industrial Products | 4.35 | - |
| Gas | 2.85 | - |
| Consumer Durables | 4.55 | 1.7 |
| Aerospace & Defense | 3.37 | 0.57 |
| Retailing | 6.51 | - |
| Telecom - Services | 4.96 | 3.79 |
| Cement & Cement Products | 2.94 | - |
| Chemicals & Petrochemicals | 1.51 | - |
| Finance | 3.86 | - |
| Power | 4 | - |
| Auto Components | 1.62 | 2.28 |
| Realty | - | 4.2 |
| Agricultural, Commercial & Construction Vehicles | - | 1.33 |
| Leisure Services | - | 3.01 |
| Ferrous Metals | - | 1.74 |
| Electrical Equipment | - | 1.31 |
| Insurance | - | 4.55 |
| Beverages | - | 1.45 |
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