Kotak Focused Equity Fund vs Nippon India Focused Equity Fund compare

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

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tortoise-icon Nippon India Focused Equity 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 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 Very High
Asset Size (Cr) ₹3530 Cr ₹8586 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 05 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 1.88 1.84
Manager Arjun Khanna Vinay Sharma
ISIN Code INF174KA1EK3 INF204K01GE7
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days./365 Exit load for units more than 10% of the investments, an exit load of 1% if redeemed within 12 months./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 1.07% 4.9%
6 Month 20.62% 19.25%
1 Year 38.82% 30.89%
3 Year 17.56% 17.77%
5 Year 20.1% 23.75%

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 16.78% 14.23%
3 Year 34.49% 34.18%
5 Year 66.61% 75.88%

Rolling Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Nippon India Focused Equity Fund -Growth Plan -Growth Option
1 Year 21.18% 24.59%
3 Year 50.95% 59.24%
5 Year 73.26% 84.23%

Risk Management

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Nippon India Focused Equity Fund -Growth Plan -Growth Option
Standard Deviation 11.68% 12.79%
Sharp 0.97% 0.94%
Beta 0.89% 0.92%
Alpha -0.21% 1.52%

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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

Large Cap 81.84 50.73
Mid Cap 11.93 23.12
Small Cap 4.58 21.25
Others 1.33 4.9

Sector Allocation

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

Nippon India Focused Equity Fund -Growth Plan -Growth Option

Banks 18.39 -
Automobiles 8.66 -
Power 4.72 -
IT - Software 9.65 -
Pharmaceuticals and Biotechnology 4.19 -
Petroleum Products 4.19 -
Aerospace and Defense 3.99 -
Finance 3.69 -
Retailing 3.61 -
Telecom - Services 3.36 -
Gas 3.29 -
Personal Products 5.27 -
Construction 3.11 -
Cement and Cement Products 3.02 -
Consumer Durables 4.86 -
Auto Components 5.47 -
Industrial Products 4.07 -
Healthcare Services 2.33 -
Chemicals and Petrochemicals 1.51 -
Others 1.33 4.25
Beverages 0.97 -
Financial - 34.67
Capital Goods - 5.02
Consumer Staples - 5
Technology - 9.53
Energy - 3.95
Automobile - 10.28
Diversified - 3.89
Services - 12.99
Materials - 2.94
Insurance - 2.11
Healthcare - 3.69
Consumer Discretionary - 1.68

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