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) | ₹3536 Cr | ₹8553 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 | 4.96% | 3.9% |
6 Month | 6.71% | 7.91% |
1 Year | 5.07% | 5.26% |
3 Year | 20.1% | 19.75% |
5 Year | 21.88% | 24.95% |
SIP Return Analysis
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Nippon India Focused Fund - Growth Plan -Growth Option |
---|---|---|
6 Month | 11.43% | 11.65% |
1 Year | 13.85% | 15.33% |
3 Year | 18.36% | 17.89% |
5 Year | 17.3% | 18.29% |
Rolling Lumpsum Returns
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Nippon India Focused Fund - Growth Plan -Growth Option |
---|---|---|
1 Year | 16.08% | 10.67% |
3 Year | 17.15% | 14.89% |
5 Year | 19.33% | 16.24% |
Risk Management
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Nippon India Focused Fund - Growth Plan -Growth Option |
---|---|---|
Standard Deviation | 13.28% | 12.79% |
Sharp | 0.74% | 0.78% |
Beta | 0.90% | 0.91% |
Alpha | -0.35% | -0.4% |
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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 | 4.22 | 6.95 |
Large Cap | 75.43 | 55.12 |
Mid Cap | 12.09 | 22.8 |
Small Cap | 8.26 | 15.13 |
Sector Allocation
Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Nippon India Focused Fund - Growth Plan -Growth Option |
---|---|---|
Others | 1.27 | 6.95 |
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 | - | 5.93 |
IT - Software | - | 4.13 |
IT - Services | - | 1.47 |
Finance | - | 7.63 |
Banks | - | 22.3 |
Cement & Cement Products | - | 3.33 |
Leisure Services | - | 6.01 |
Pharmaceuticals & Biotechnology | - | 5.44 |
Automobiles | - | 4.91 |
Entertainment | - | 1.06 |
Electrical Equipment | - | 2.99 |
Retailing | - | 7.9 |
Healthcare Services | - | 2.47 |
Auto Components | - | 4.18 |
Diversified | - | 3.5 |
Transport Services | - | 3.4 |
Industrial Manufacturing | - | 2 |
Capital Markets | - | 1.85 |
Insurance | - | 2.55 |
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