Kotak Focused Equity Fund vs Mahindra Manulife Focused Fund compare
Kotak Focused Equity Fund- Regular plan _ Growth Option
Mahindra Manulife Focused Fund - Regular Plan - Growth
Chart Comparison
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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