Kotak Focused Equity Fund vs Tata Focused Equity Fund compare

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Kotak Focused Equity Fund- Regular plan _ Growth Option

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Tata Focused Equity Fund-Regular Plan-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	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 Risk	Very High Risk
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

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Tata Focused Equity Fund-Regular Plan-Growth
1 Month	-0.97%	-2.27%
6 Month	-10.26%	-11.02%
1 Year	6.53%	4.1%
3 Year	11.25%	13.38%
5 Year	14.84%	16.12%

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Tata Focused Equity Fund-Regular Plan-Growth
6 Month	-	-
1 Year	-7.42%	-8.26%
3 Year	12.38%	13.65%
5 Year	15.42%	17.01%

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%

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Tata Focused Equity Fund-Regular Plan-Growth
Standard Deviation	13.02%	14.255%
Sharp	0.424%	0.518%
Beta	0.917%	0.995%
Alpha	-1.872%	-0.625%

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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	2.62
Large Cap	80.41	56.27
Mid Cap	11.56	16.07
Small Cap	6.63	25.04

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Tata Focused Equity Fund-Regular Plan-Growth
Others	1.58	2.62
Petroleum Products	3.87	3.62
IT - Software	11.77	8.45
Personal Products	4.86	-
Construction	2.73	10.06
Banks	19.34	22.3
Pharmaceuticals & Biotechnology	4.71	5.39
Healthcare Services	3.03	1.99
Automobiles	7.77	-
Industrial Products	4.35	-
Gas	2.85	-
Consumer Durables	4.55	5.43
Aerospace & Defense	3.37	-
Retailing	6.51	8.36
Telecom - Services	4.96	-
Cement & Cement Products	2.94	2.15
Chemicals & Petrochemicals	1.51	-
Finance	3.86	2.1
Power	4	6.08
Auto Components	1.62	5.32
Insurance	-	1.94
Entertainment	-	2.22
Agricultural, Commercial & Construction Vehicles	-	3.01
Realty	-	2.3
Commercial Services & Supplies	-	3.97
Leisure Services	-	2.69