Kotak Focused Equity Fund vs Tata Focused Equity Fund compare
Kotak Focused Equity Fund- Regular plan _ Growth Option
Tata Focused Equity Fund-Regular Plan-Growth
Chart Comparison
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Kotak Focused Equity Fund- Regular plan _ Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3505 Cr | ₹1848 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 16 Jul 2019 | 05 Dec 2019 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 21.79% | 32.33% |
| Expense Ratio | 1.88 | 2.04 |
| Manager | Arjun Khanna | Kapil Malhotra |
| ISIN Code | INF174KA1EK3 | INF277K010Y2 |
| 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 | Tata Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.57% | 1.5% |
| 6 Month | -0.24% | 4.94% |
| 1 Year | 17.62% | 18.26% |
| 3 Year | 13.7% | 16.94% |
| 5 Year | 16.98% | 18.4% |
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.03% | 13.26% |
| 3 Year | 18.06% | 21.6% |
| 5 Year | 18.97% | - |
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 18.28% | 23.17% |
| 3 Year | 17.7% | 19.75% |
| 5 Year | 19.96% | - |
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 11.68% | 12.55% |
| Sharp | 0.97% | 0.97% |
| Beta | 0.89% | 0.96% |
| Alpha | -0.21% | -0.29% |
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| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Name | Arjun Khanna | Kapil Malhotra |
| Total AUM | ₹169639 Cr | ₹18472 Cr |
| Fund Manage | 24 | 7 |
| Kotak Focused Equity Fund- Regular plan _ Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
| Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Others | 1.58 | 4.67 |
| Large Cap | 80.41 | 57.48 |
| Mid Cap | 11.56 | 21.53 |
| Small Cap | 6.63 | 16.32 |
| Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Others | 1.58 | 4.67 |
| Petroleum Products | 3.87 | - |
| IT - Software | 11.77 | - |
| Personal Products | 4.86 | - |
| Construction | 2.73 | 5.14 |
| Banks | 19.34 | - |
| Pharmaceuticals & Biotechnology | 4.71 | - |
| Healthcare Services | 3.03 | - |
| Automobiles | 7.77 | - |
| Industrial Products | 4.35 | - |
| Gas | 2.85 | - |
| Consumer Durables | 4.55 | - |
| Aerospace & Defense | 3.37 | - |
| Retailing | 6.51 | - |
| Telecom - Services | 4.96 | - |
| Cement & Cement Products | 2.94 | - |
| Chemicals & Petrochemicals | 1.51 | - |
| Finance | 3.86 | - |
| Power | 4 | - |
| Auto Components | 1.62 | - |
| Energy | - | 12.19 |
| Automobile | - | 8.46 |
| Materials | - | 4.98 |
| Financial | - | 26.79 |
| Healthcare | - | 7.47 |
| Insurance | - | 2.16 |
| Technology | - | 9.76 |
| Capital Goods | - | 5.91 |
| Services | - | 12.47 |
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