Kotak Focused Equity Fund vs HDFC Focused 30 Fund compare

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

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tortoise-icon 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) ₹3674 Cr ₹13127 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 05 Jul 2019 05 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 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 within 1 year/365

Trailing Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option HDFC Focused 30 Fund - GROWTH PLAN
1 Month -2.36% -0.85%
6 Month 5.46% 9.03%
1 Year 27.72% 35.62%
3 Year 13.17% 23.83%
5 Year 17.53% 22.57%

SIP Return Analysis

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option HDFC Focused 30 Fund - GROWTH PLAN
6 Month - -
1 Year 7.82% 18.03%
3 Year - 26.81%
5 Year - 28.03%

Rolling Lumpsum Returns

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%

Risk Management

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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Fund Managers

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

Market Cap

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

HDFC Focused 30 Fund - GROWTH PLAN

Others 1.33 12.85
Large Cap 81.84 69.63
Mid Cap 11.93 3.57
Small Cap 4.58 13.95

Sector Allocation

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

HDFC Focused 30 Fund - GROWTH PLAN

Others 1.33 9.31
Petroleum Products 4.19 -
IT - Software 9.65 9.03
Personal Products 5.27 -
Construction 3.11 -
Banks 18.39 36.33
Pharmaceuticals and Biotechnology 4.19 -
Healthcare Services 2.33 4.88
Industrial Products 4.07 -
Gas 3.29 -
Automobiles 8.66 4.23
Consumer Durables 4.86 2.01
Aerospace and Defense 3.99 -
Telecom - Services 3.36 3.87
Auto Components 5.47 2.59
Cement and Cement Products 3.02 -
Chemicals and Petrochemicals 1.51 -
Beverages 0.97 1.17
Finance 3.69 -
Power 4.72 -
Retailing 3.61 -
Realty - 5.83
Agricultural, Commercial & Construction Vehicles - 1.26
Pharmaceuticals & Biotechnology - 8.48
Aerospace & Defense - 2.3
Electrical Equipment - 1.35
Insurance - 3.98
IT - Services - 0.6
Transport Services - 0.6
Leisure Services - 2.18

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