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Kotak Focused Equity Fund vs Nippon India Focused Equity Fund compare

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

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tortoise-icon Nippon India Focused Equity Fund -Growth Plan -Growth Option

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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 Nippon India Focused Equity Fund -Growth Plan -Growth Option
Fund Kotak Focused Equity Fund- Regular plan _ Growth Option Nippon India Focused Equity Fund -Growth Plan -Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3349 Cr ₹7875 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 1.86
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 Equity Fund- Regular plan _ Growth Option Nippon India Focused Equity Fund -Growth Plan -Growth Option
1 Month 2.9% 4.14%
6 Month -11.6% -10.74%
1 Year 2.69% 4.83%
3 Year 10.27% 10.8%
5 Year 24.36% 28.6%

SIP Return Analysis

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Nippon India Focused Equity Fund -Growth Plan -Growth Option
6 Month -5.55% -4.15%
1 Year -11.76% -10.14%
3 Year 10.81% 10.38%
5 Year 13.61% 15.05%

Rolling Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Nippon India Focused Equity Fund -Growth Plan -Growth Option
1 Year 18.28% 11.09%
3 Year 17.37% 15.06%
5 Year 18.3% 16.01%

Risk Management

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Nippon India Focused Equity Fund -Growth Plan -Growth Option
Standard Deviation 13.295% 12.79%
Sharp 0.368% 0.43%
Beta 0.898% 0.91%
Alpha -1.119% -0.32%

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Fund Managers

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Nippon India Focused Equity Fund -Growth Plan -Growth Option
Name Arjun Khanna Vinay Sharma
Total AUM ₹169639 Cr ₹14183 Cr
Funds Managed 24 3
Kotak Focused Equity Fund- Regular plan _ Growth Option Nippon India Focused Equity Fund -Growth Plan -Growth Option

Market Cap

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

Nippon India Focused Equity Fund -Growth Plan -Growth Option

Others 4.22 5.97
Large Cap 75.43 56.47
Mid Cap 12.09 20.81
Small Cap 8.26 16.75

Sector Allocation

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

Nippon India Focused Equity Fund -Growth Plan -Growth Option

Others 1.27 5.97
Energy 3.85 -
Technology 13.03 -
Industrials 19.62 -
Financial Services 24.56 -
Healthcare 7.2 -
Consumer Cyclical 13.45 -
Consumer Defensive 2.32 -
Utilities 6.27 -
Communication Services 5.24 -
Basic Materials 3.19 -
Petroleum Products - 5.08
IT - Software - 4.75
IT - Services - 1.77
Finance - 11.19
Banks - 22
Cement & Cement Products - 3.08
Leisure Services - 6
Pharmaceuticals & Biotechnology - 2.74
Automobiles - 5.07
Entertainment - 1.11
Electrical Equipment - 2.43
Retailing - 8.27
Healthcare Services - 2.28
Auto Components - 4.65
Diversified - 3.35
Transport Services - 3.57
Industrial Manufacturing - 2.25
Capital Markets - 1.91
Insurance - 2.53

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