Kotak Focused Equity Fund vs Mahindra Manulife Focused Fund compare

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

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tortoise-icon Mahindra Manulife Focused 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 Mahindra Manulife Focused Fund - Regular Plan - Growth
Fund Kotak Focused Equity Fund- Regular plan _ Growth Option Mahindra Manulife Focused Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3674 Cr ₹1551 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 05 Jul 2019 01 Nov 2020
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 21.79% 68%
Expense Ratio 1.88 2.04
Manager Arjun Khanna Krishna Sanghvi
ISIN Code INF174KA1EK3 INF174V01AD4
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 3 months./365

Trailing Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Mahindra Manulife Focused Fund - Regular Plan - Growth
1 Month 1.07% 0.93%
6 Month 20.62% 20.63%
1 Year 38.82% 53.27%
3 Year 17.56% 24.43%
5 Year 20.1% -

SIP Return Analysis

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Mahindra Manulife Focused Fund - Regular Plan - Growth
6 Month - -
1 Year 16.78% 21.37%
3 Year 34.49% 49.74%
5 Year 66.61% 61.86%

Rolling Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Mahindra Manulife Focused Fund - Regular Plan - Growth
1 Year 21.18% 22.77%
3 Year 50.95% 62.32%
5 Year 73.26% 67.21%

Risk Management

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Mahindra Manulife Focused Fund - Regular Plan - Growth
Standard Deviation 11.68% 12.49%
Sharp 0.97% 1.36%
Beta 0.89% 0.91%
Alpha -0.21% 5.3%

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Fund Managers

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Mahindra Manulife Focused Fund - Regular Plan - Growth
Name Arjun Khanna Krishna Sanghvi
Total AUM ₹169639 Cr ₹1343 Cr
Fund Manage 24 2
Kotak Focused Equity Fund- Regular plan _ Growth Option Mahindra Manulife Focused Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

Mahindra Manulife Focused Fund - Regular Plan - Growth

Others 1.33 2.99
Large Cap 81.84 76.53
Mid Cap 11.93 13.21
Small Cap 4.58 7.3

Sector Allocation

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

Mahindra Manulife Focused Fund - Regular Plan - Growth

Others 1.33 2.99
Petroleum Products 4.19 -
IT - Software 9.65 -
Personal Products 5.27 -
Construction 3.11 -
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 -
Energy - 14.38
Technology - 8.11
Consumer Staples - 15.57
Metals & Mining - 4.3
Healthcare - 4.7
Materials - 7.18
Financial - 27.44
Chemicals - 1.2
Communication - 4.52
Capital Goods - 1.73
Automobile - 6.18
Services - 1.73

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