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) | ₹3636 Cr | ₹8420 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 | 2% | 2.35% |
6 Month | 18.26% | 17.28% |
1 Year | 0.35% | -1.4% |
3 Year | 14.82% | 13.44% |
5 Year | 19.69% | 21.6% |
SIP Return Analysis
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Nippon India Focused Fund - Growth Plan -Growth Option |
---|---|---|
6 Month | 5.8% | 3.57% |
1 Year | 16.21% | 12.92% |
3 Year | 16.41% | 14.38% |
5 Year | 15.58% | 15.26% |
Rolling Lumpsum Returns
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Nippon India Focused Fund - Growth Plan -Growth Option |
---|---|---|
1 Year | 14.9% | 10.41% |
3 Year | 17.25% | 15.09% |
5 Year | 19.96% | 16.39% |
Risk Management
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Nippon India Focused Fund - Growth Plan -Growth Option |
---|---|---|
Standard Deviation | 12.23% | 12.79% |
Sharp | 0.66% | 0.61% |
Beta | 0.89% | 0.91% |
Alpha | 1.02% | -0.65% |
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 | 4.66 | 3.36 |
Large Cap | 74.77 | 60.49 |
Mid Cap | 18.2 | 22.51 |
Small Cap | 2.37 | 13.64 |
Sector Allocation
Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Nippon India Focused Fund - Growth Plan -Growth Option |
---|---|---|
Others | 1.12 | 3.36 |
Energy | 3.64 | 5.59 |
Technology | 9.59 | 3.96 |
Industrials | 20.28 | 11.47 |
Financial Services | 27.19 | 32.14 |
Healthcare | 7.08 | 11.11 |
Consumer Defensive | 2.39 | 1.73 |
Utilities | 5.57 | 3.77 |
Consumer Cyclical | 14.39 | 22.6 |
Communication Services | 5.65 | 1.07 |
Basic Materials | 3.11 | 3.19 |
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