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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) ₹3349 Cr ₹1884 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 16 Jul 2019 17 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 1.9 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 -2.89% -2.82%
6 Month -14.81% -14.58%
1 Year 2.84% 2.61%
3 Year 12.35% 17.92%
5 Year 19.08% -

SIP Return Analysis

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Mahindra Manulife Focused Fund - Regular Plan - Growth
6 Month -8.72% -7.34%
1 Year -15.64% -14.14%
3 Year 9.96% 15.85%
5 Year 13.42% -

Rolling Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Mahindra Manulife Focused Fund - Regular Plan - Growth
1 Year 18.28% 21.62%
3 Year 17.37% 23.95%
5 Year 18.3% -

Risk Management

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Mahindra Manulife Focused Fund - Regular Plan - Growth
Standard Deviation 13.295% 13.605%
Sharp 0.368% 0.843%
Beta 0.898% 0.932%
Alpha -1.119% 3.938%

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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 4.22346 1.4441
Large Cap 75.42936 86.95548
Mid Cap 12.08999 6.34038
Small Cap 8.25718 5.26008

Sector Allocation

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

Mahindra Manulife Focused Fund - Regular Plan - Growth

Others 1.26807 0.80173
Energy 3.84909 12.00974
Technology 13.03108 6.26599
Industrials 19.6199 4.04718
Financial Services 24.56227 32.66519
Healthcare 7.20291 4.73146
Consumer Cyclical 13.44542 7.58337
Consumer Defensive 2.32312 11.22982
Utilities 6.26725 5.17377
Communication Services 5.24043 3.94119
Basic Materials 3.19045 11.5506

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