Kotak Focused Equity Fund vs Nippon India Focused Equity Fund compare

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Kotak Focused Fund- Regular plan _ Growth Option

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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)	₹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

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Nippon India Focused Fund - Growth Plan -Growth Option
1 Month	3.2%	-0.29%
6 Month	16.42%	9.31%
1 Year	3.97%	-0.12%
3 Year	17.96%	15%
5 Year	20.12%	22.57%

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Nippon India Focused Fund - Growth Plan -Growth Option
6 Month	5.82%	1.34%
1 Year	21.89%	12.04%
3 Year	17.45%	13.36%
5 Year	16.07%	14.42%

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Nippon India Focused Fund - Growth Plan -Growth Option
1 Year	14.05%	10.22%
3 Year	17.12%	14.95%
5 Year	19.9%	16.49%

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Nippon India Focused Fund - Growth Plan -Growth Option
Standard Deviation	12.08%	12.79%
Sharp	0.76%	0.69%
Beta	0.90%	0.91%
Alpha	0.77%	-0.87%

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

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Nippon India Focused Fund - Growth Plan -Growth Option
Others	6.17	4.81
Large Cap	72.7	59.02
Mid Cap	19.03	22.48
Small Cap	2.1	13.69

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Nippon India Focused Fund - Growth Plan -Growth Option
Others	2.9	4.81
Energy	3.58	5.58
Technology	9.84	4.98
Industrials	20.23	11.22
Financial Services	25.92	32.11
Healthcare	5.28	10.62
Consumer Defensive	2.37	2.41
Utilities	5.08	3.77
Consumer Cyclical	15.97	19.99
Communication Services	5.6	1.23
Basic Materials	3.23	3.29