Kotak Focused Equity Fund vs Quant Focused Fund compare

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

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tortoise-icon Quant Focused Fund-Growth

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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 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) ₹3674 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 -5.82% -6.21%
6 Month 5.72% -0.29%
1 Year 26.71% 27%
3 Year 11.95% 15.67%
5 Year 16.99% 20.94%

SIP Return Analysis

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Quant Focused Fund-Growth
6 Month - -
1 Year 17.96% 9.17%
3 Year 19.93% 22.2%
5 Year 19.95% 23.46%

Rolling Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Quant Focused Fund-Growth
1 Year 18.28% 14.72%
3 Year 17.7% 17.6%
5 Year 19.96% 15.58%

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%

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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 21.74
Large Cap 81.84 73.55
Mid Cap 11.93 -
Small Cap 4.58 4.69

Sector Allocation

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

Quant Focused Fund-Growth

Others 1.33 21.74
Petroleum Products 4.19 9.37
IT - Software 9.65 -
Personal Products 5.27 -
Construction 3.11 4.92
Banks 18.39 -
Pharmaceuticals and Biotechnology 4.19 -
Healthcare Services 2.33 -
Industrial Products 4.07 -
Gas 3.29 1.93
Automobiles 8.66 -
Consumer Durables 4.86 4.23
Aerospace and Defense 3.99 -
Telecom - Services 3.36 4.69
Auto Components 5.47 -
Cement and Cement Products 3.02 -
Chemicals and Petrochemicals 1.51 -
Beverages 0.97 -
Finance 3.69 7.51
Power 4.72 5.82
Retailing 3.61 -
Diversified FMCG - 12.7
Cement & Cement Products - 8.09
Insurance - 13.77
Food Products - 5.21

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