Kotak Focused Equity Fund vs HDFC Focused 30 Fund compare

Kotak Focused Equity Fund- Regular plan _ Growth Option

HDFC Focused 30 Fund - GROWTH PLAN

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)	₹3530 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

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	HDFC Focused 30 Fund - GROWTH PLAN
1 Month	1.07%	0.76%
6 Month	20.62%	18.32%
1 Year	38.82%	43.05%
3 Year	17.56%	28.45%
5 Year	20.1%	24.9%

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	HDFC Focused 30 Fund - GROWTH PLAN
6 Month	-	-
1 Year	16.78%	19.57%
3 Year	34.49%	52.12%
5 Year	66.61%	101.93%

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	HDFC Focused 30 Fund - GROWTH PLAN
1 Year	21.18%	26.22%
3 Year	50.95%	75.97%
5 Year	73.26%	108.9%

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

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