Kotak Focused Equity Fund vs Quant Focused Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Quant Focused Fund-Growth

Invest Now

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 Quant Focused Fund-Growth
Fund Kotak Focused Equity Fund- Regular plan _ Growth Option Quant Focused Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3530 Cr ₹1056 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 05 Jul 2019 01 Aug 2008
Category Focused Focused
Fund Type Open Ended Open-ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 21.79% %
Expense Ratio 1.88 2.18
Manager Arjun Khanna Sanjeev Sharma
ISIN Code INF174KA1EK3 INF966L01374
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 of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Quant Focused Fund-Growth
1 Month 1.07% -0.84%
6 Month 20.62% 13.98%
1 Year 38.82% 47.86%
3 Year 17.56% 22.43%
5 Year 20.1% 25.62%

SIP Return Analysis

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Quant Focused Fund-Growth
6 Month - -
1 Year 16.78% 21.56%
3 Year 34.49% 49.5%
5 Year 66.61% 96.11%

Rolling Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Quant Focused Fund-Growth
1 Year 21.18% 26.82%
3 Year 50.95% 67.17%
5 Year 73.26% 99.29%

Risk Management

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Quant Focused Fund-Growth
Standard Deviation 11.68% 14.85%
Sharp 0.97% 1%
Beta 0.89% 0.93%
Alpha -0.21% 2.03%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Quant Focused Fund-Growth
Name Arjun Khanna Sanjeev Sharma
Total AUM ₹169639 Cr ₹39731 Cr
Fund Manage 24 22
Kotak Focused Equity Fund- Regular plan _ Growth Option Quant Focused Fund-Growth

Market Cap

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

Quant Focused Fund-Growth

Others 1.33 19.96
Large Cap 81.84 80.06
Mid Cap 11.93 -
Small Cap 4.58 -

Sector Allocation

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

Quant Focused Fund-Growth

Others 1.33 -5.45
Petroleum Products 4.19 -
IT - Software 9.65 -
Personal Products 5.27 -
Construction 3.11 -
Banks 18.39 -
Pharmaceuticals and Biotechnology 4.19 -
Healthcare Services 2.33 -
Industrial Products 4.07 -
Gas 3.29 -
Automobiles 8.66 -
Consumer Durables 4.86 -
Aerospace and Defense 3.99 -
Telecom - Services 3.36 -
Auto Components 5.47 -
Cement and Cement Products 3.02 -
Chemicals and Petrochemicals 1.51 -
Beverages 0.97 -
Finance 3.69 -
Power 4.72 -
Retailing 3.61 -
Financial - 33.77
Consumer Staples - 24.01
Materials - 1.97
Energy - 24.78
Healthcare - 1.33
Insurance - 8.4
Capital Goods - 5.61
Technology - 5.6

Top Comparisons

Kotak Bluechip Fund - Growth Kotak Bluechip Fund - Growth

3Y Returns16.49%

VS

Aditya Birla Sun Life Frontline Equity Fund-Growth Aditya Birla Sun Life Frontline Equity Fund-Growth

3Y Returns16.44%

Compare Now

Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth

3Y Returns17.32%

VS

UTI Healthcare Fund - Regular Plan - Growth Option UTI Healthcare Fund - Regular Plan - Growth Option

3Y Returns18.51%

Compare Now

HDFC Dynamic PE Ratio Fund of Funds - Growth Option HDFC Dynamic PE Ratio Fund of Funds - Growth Option

3Y Returns15.7%

VS

Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth

3Y Returns13.44%

Compare Now

HDFC Gold Fund - Growth Option HDFC Gold Fund - Growth Option

3Y Returns13.63%

VS

Motilal Oswal Gold and Silver ETFs Fund of Funds(Regular Plan) Motilal Oswal Gold and Silver ETFs Fund of Funds(Regular Plan)

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully