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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
Overview
| 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) | ₹3349 Cr | ₹1739 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 | 1.9 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 4.79% | 2.55% |
| 6 Month | -13.09% | -15.38% |
| 1 Year | 4.33% | 1.75% |
| 3 Year | 11.21% | 11.76% |
| 5 Year | 23.97% | 25.07% |
SIP Return Analysis
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -3.89% | -7.34% |
| 1 Year | -8.2% | -12.21% |
| 3 Year | 13.11% | 12.86% |
| 5 Year | 15.19% | 15.85% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 18.28% | 22.62% |
| 3 Year | 17.37% | 19.32% |
| 5 Year | 18.3% | 18.37% |
Risk Management
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 13.295% | 14.255% |
| Sharp | 0.368% | 0.518% |
| Beta | 0.898% | 0.995% |
| Alpha | -1.119% | -0.625% |
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Fund Managers
| 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 |
| Funds Managed | 24 | 7 |
| Kotak Focused Equity Fund- Regular plan _ Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Others | 4.22 | 4.77 |
| Large Cap | 75.43 | 58.06 |
| Mid Cap | 12.09 | 16.49 |
| Small Cap | 8.26 | 20.69 |
Sector Allocation
| Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Others | 1.27 | 4.77 |
| Energy | 3.85 | 4.04 |
| Technology | 13.03 | 12.7 |
| Industrials | 19.62 | 13.18 |
| Financial Services | 24.56 | 28.27 |
| Healthcare | 7.2 | 7.4 |
| Consumer Cyclical | 13.45 | 16.91 |
| Consumer Defensive | 2.32 | - |
| Utilities | 6.27 | 6.35 |
| Communication Services | 5.24 | 1.99 |
| Basic Materials | 3.19 | 2.32 |
| Real Estate | - | 2.06 |
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