Kotak Focused Equity Fund vs Nippon India Focused Equity Fund compare
Kotak Focused Fund- Regular plan _ Growth Option
Nippon India Focused Fund - Growth Plan -Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Fund | Kotak Focused Fund- Regular plan _ Growth Option | Nippon India Focused Fund - Growth Plan -Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹3942 Cr | ₹8887 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 16 Jul 2019 | 26 Dec 2006 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 |
| Turn Over | 21.79% | 59% |
| Expense Ratio | 1.9 | 1.84 |
| Manager | Arjun Khanna | Vinay Sharma |
| ISIN Code | INF174KA1EK3 | INF204K01GE7 |
| 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 | Nippon India Focused Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 1 Month | 0.27% | 0.33% |
| 6 Month | 8.45% | 3.46% |
| 1 Year | 6.7% | 5.22% |
| 3 Year | 15.93% | 13.96% |
| 5 Year | 17.2% | 18.32% |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 6 Month | 3.29% | 2.33% |
| 1 Year | 21.06% | 15.35% |
| 3 Year | 16.32% | 13.48% |
| 5 Year | 15.23% | 13.95% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 1 Year | 12.62% | 10.2% |
| 3 Year | 16.98% | 14.92% |
| 5 Year | 19.81% | 16.62% |
Risk Management
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Standard Deviation | 12.07% | 12.79% |
| Sharp | 0.76% | 0.66% |
| Beta | 0.90% | 0.9% |
| Alpha | 1.37% | -0.75% |
Fund Managers
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Name | Arjun Khanna | Vinay Sharma |
| Total AUM | ₹169639 Cr | ₹14183 Cr |
| Funds Managed | 24 | 3 |
| Kotak Focused Fund- Regular plan _ Growth Option | Nippon India Focused Fund - Growth Plan -Growth Option |
Market Cap
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Others | 8.05 | 3.71 |
| Large Cap | 71.07 | 62.2 |
| Mid Cap | 19.36 | 21.24 |
| Small Cap | 1.52 | 12.85 |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Others | 3.84 | 3.71 |
| Energy | 3.68 | 5.56 |
| Technology | 9.23 | 4.86 |
| Industrials | 20.66 | 10.6 |
| Financial Services | 27.12 | 34.14 |
| Healthcare | 5.52 | 10.38 |
| Consumer Defensive | 2.01 | 3.24 |
| Utilities | 3.11 | 4.14 |
| Consumer Cyclical | 16.21 | 18.78 |
| Communication Services | 5.73 | 1.28 |
| Basic Materials | 2.87 | 3.31 |
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