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) | ₹3972 Cr | ₹8790 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 | -1.61% | -3.28% |
| 6 Month | 6.11% | -0.65% |
| 1 Year | 18.58% | 11.75% |
| 3 Year | 17.84% | 14.96% |
| 5 Year | 16.3% | 16.28% |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 6 Month | -1.15% | -4.24% |
| 1 Year | 8.73% | -1.94% |
| 3 Year | 13.13% | 8.29% |
| 5 Year | 13.7% | 11.15% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 1 Year | 12.61% | 10.05% |
| 3 Year | 17% | 14.93% |
| 5 Year | 19.71% | 16.68% |
Risk Management
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Standard Deviation | 11.68% | 12.79% |
| Sharp | 0.93% | 0.76% |
| Beta | 0.9% | 0.89% |
| Alpha | 1.3% | -0.4% |
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 | 10.01 | 8.33 |
| Large Cap | 70.67 | 61.27 |
| Mid Cap | 19.31 | 19.43 |
| Small Cap | - | 10.96 |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Others | 1.39 | 2.87 |
| Energy | 3.79 | 5.82 |
| Technology | 9.54 | 4.82 |
| Industrials | 20.21 | 7 |
| Financial Services | 29.76 | 33.51 |
| Healthcare | 5.71 | 10.3 |
| Consumer Defensive | 2.14 | 3.35 |
| Consumer Cyclical | 15.77 | 21.04 |
| Communication Services | 5.72 | 1.07 |
| Basic Materials | 3.01 | 3.21 |
| Utilities | 2.96 | 7.01 |
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