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Kotak Focused Equity Fund vs Nippon India Focused Equity Fund compare

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

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tortoise-icon Nippon India Focused 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 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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