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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) ₹3536 Cr ₹8553 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 4.96% 3.9%
6 Month 6.71% 7.91%
1 Year 5.07% 5.26%
3 Year 20.1% 19.75%
5 Year 21.88% 24.95%

SIP Return Analysis

Scheme Name Kotak Focused Fund- Regular plan _ Growth Option Nippon India Focused Fund - Growth Plan -Growth Option
6 Month 11.43% 11.65%
1 Year 13.85% 15.33%
3 Year 18.36% 17.89%
5 Year 17.3% 18.29%

Rolling Lumpsum Returns

Scheme Name Kotak Focused Fund- Regular plan _ Growth Option Nippon India Focused Fund - Growth Plan -Growth Option
1 Year 16.08% 10.67%
3 Year 17.15% 14.89%
5 Year 19.33% 16.24%

Risk Management

Scheme Name Kotak Focused Fund- Regular plan _ Growth Option Nippon India Focused Fund - Growth Plan -Growth Option
Standard Deviation 13.28% 12.79%
Sharp 0.74% 0.78%
Beta 0.90% 0.91%
Alpha -0.35% -0.4%

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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 4.22 6.95
Large Cap 75.43 55.12
Mid Cap 12.09 22.8
Small Cap 8.26 15.13

Sector Allocation

Scheme Name

Kotak Focused Fund- Regular plan _ Growth Option

Nippon India Focused Fund - Growth Plan -Growth Option

Others 1.27 6.95
Energy 3.85 -
Technology 13.03 -
Industrials 19.62 -
Financial Services 24.56 -
Healthcare 7.2 -
Consumer Cyclical 13.45 -
Consumer Defensive 2.32 -
Utilities 6.27 -
Communication Services 5.24 -
Basic Materials 3.19 -
Petroleum Products - 5.93
IT - Software - 4.13
IT - Services - 1.47
Finance - 7.63
Banks - 22.3
Cement & Cement Products - 3.33
Leisure Services - 6.01
Pharmaceuticals & Biotechnology - 5.44
Automobiles - 4.91
Entertainment - 1.06
Electrical Equipment - 2.99
Retailing - 7.9
Healthcare Services - 2.47
Auto Components - 4.18
Diversified - 3.5
Transport Services - 3.4
Industrial Manufacturing - 2
Capital Markets - 1.85
Insurance - 2.55

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