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) ₹3505 Cr ₹1791 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 16 Jul 2019 09 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 2.02
Manager Arjun Khanna Krishna Sanghvi
ISIN Code INF174KA1EK3 INF174V01AD4
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 Mahindra Manulife Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Mahindra Manulife Focused Fund - Regular Plan - Growth
1 Month -3.51% -1.96%
6 Month -7.06% -7.01%
1 Year 11.71% 12.44%
3 Year 11.71% 17.92%
5 Year 16.03% -

SIP Return Analysis

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Mahindra Manulife Focused Fund - Regular Plan - Growth
6 Month - -
1 Year 4.52% 0.77%
3 Year 17.18% 21.82%
5 Year 18.3% -

Rolling Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Mahindra Manulife Focused Fund - Regular Plan - Growth
1 Year 18.28% 21.45%
3 Year 17.7% 24.35%
5 Year 19.96% -

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 1.58 2.28
Large Cap 80.41 84.04
Mid Cap 11.56 5.72
Small Cap 6.63 7.96

Sector Allocation

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

Mahindra Manulife Focused Fund - Regular Plan - Growth

Others 1.58 2.28
Petroleum Products 3.87 7.22
IT - Software 11.77 9.28
Personal Products 4.86 -
Construction 2.73 -
Banks 19.34 26.69
Pharmaceuticals & Biotechnology 4.71 5.11
Healthcare Services 3.03 -
Automobiles 7.77 5.02
Industrial Products 4.35 1.19
Gas 2.85 3.34
Consumer Durables 4.55 -
Aerospace & Defense 3.37 -
Retailing 6.51 -
Telecom - Services 4.96 3.73
Cement & Cement Products 2.94 5.57
Chemicals & Petrochemicals 1.51 -
Finance 3.86 2.1
Power 4 2.99
Auto Components 1.62 -
Diversified FMCG - 10.12
Non - Ferrous Metals - 1.94
Paper, Forest & Jute Products - 2.06
Oil - 2.09
Agricultural Food & other Products - 1.94
Leisure Services - 1.18
Consumable Fuels - 2.25
Ferrous Metals - 1.96
Beverages - 1.94

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