Kotak Focused Equity Fund vs HDFC Focused 30 Fund compare

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Kotak Focused Equity Fund- Regular plan _ Growth Option

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HDFC Focused 30 Fund - GROWTH PLAN

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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	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)	₹3349 Cr	₹15688 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	1.9	1.67
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	-2.59%	-1.73%
6 Month	-12.92%	-6.58%
1 Year	2.85%	10.39%
3 Year	12.48%	22.87%
5 Year	17.27%	26.02%

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	HDFC Focused 30 Fund - GROWTH PLAN
6 Month	-8.72%	-5.22%
1 Year	-15.64%	-4.53%
3 Year	9.96%	19.21%
5 Year	13.42%	23.61%

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	HDFC Focused 30 Fund - GROWTH PLAN
1 Year	18.28%	16.01%
3 Year	17.37%	12.6%
5 Year	18.3%	11.81%

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	HDFC Focused 30 Fund - GROWTH PLAN
Standard Deviation	13.295%	11.245%
Sharp	0.368%	1.3%
Beta	0.898%	0.756%
Alpha	-1.119%	9.571%

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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	4.22346	16.05522
Large Cap	75.42936	66.21943
Mid Cap	12.08999	3.80722
Small Cap	8.25718	13.91811

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	HDFC Focused 30 Fund - GROWTH PLAN
Others	1.26807	13.91209
Energy	3.84909	-
Technology	13.03108	4.43199
Industrials	19.6199	3.31427
Financial Services	24.56227	39.05895
Healthcare	7.20291	10.6537
Consumer Cyclical	13.44542	20.08411
Consumer Defensive	2.32312	0
Utilities	6.26725	-
Communication Services	5.24043	3.6505
Basic Materials	3.19045	2.77335
Real Estate	-	2.12102