Kotak Focused Equity Fund vs Nippon India Focused Equity Fund compare
Kotak Focused Equity Fund- Regular plan _ Growth Option
Nippon India Focused Equity Fund -Growth Plan -Growth Option
Chart Comparison
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 Risk | Very High Risk |
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 | -0.97% | -1.58% |
6 Month | -10.26% | -11.74% |
1 Year | 6.53% | 4.66% |
3 Year | 11.25% | 11.94% |
5 Year | 14.84% | 17.18% |
SIP Return Analysis
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -7.42% | -8.43% |
3 Year | 12.38% | 11.16% |
5 Year | 15.42% | 16.68% |
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 | 13.02% | 12.79% |
Sharp | 0.424% | 0.37% |
Beta | 0.917% | 0.97% |
Alpha | -1.872% | -2.3% |
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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 |
Fund Manage | 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 | 1.58 | 10.21 |
Large Cap | 80.41 | 48.84 |
Mid Cap | 11.56 | 19.37 |
Small Cap | 6.63 | 21.58 |
Sector Allocation
Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
Others | 1.58 | 10.21 |
Petroleum Products | 3.87 | 4.25 |
IT - Software | 11.77 | 4.7 |
Personal Products | 4.86 | - |
Construction | 2.73 | - |
Banks | 19.34 | 22.56 |
Pharmaceuticals & Biotechnology | 4.71 | - |
Healthcare Services | 3.03 | 2.7 |
Automobiles | 7.77 | 6.55 |
Industrial Products | 4.35 | - |
Gas | 2.85 | - |
Consumer Durables | 4.55 | 0.97 |
Aerospace & Defense | 3.37 | - |
Retailing | 6.51 | 4.42 |
Telecom - Services | 4.96 | - |
Cement & Cement Products | 2.94 | 1.77 |
Chemicals & Petrochemicals | 1.51 | - |
Finance | 3.86 | 9.02 |
Power | 4 | - |
Auto Components | 1.62 | 4.93 |
IT - Services | - | 2.78 |
Leisure Services | - | 6.26 |
Diversified FMCG | - | 3.03 |
Entertainment | - | 1.71 |
Electrical Equipment | - | 2.28 |
Diversified | - | 3.97 |
Industrial Manufacturing | - | 2.89 |
Capital Markets | - | 1.92 |
Insurance | - | 3.08 |
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