Mahindra Manulife Focused Fund vs Kotak Focused Equity Fund compare
Kotak Focused Equity Fund- Regular plan _ Growth Option
Mahindra Manulife Focused Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Mahindra Manulife Focused Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Focused Equity Fund- Regular plan _ Growth Option | Mahindra Manulife Focused Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3349 Cr | ₹1884 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 16 Jul 2019 | 17 Nov 2020 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 21.79% | 68% |
Expense Ratio | 1.9 | 2.02 |
Manager | Arjun Khanna | Krishna Sanghvi |
ISIN Code | INF174KA1EK3 | INF174V01AD4 |
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 | Mahindra Manulife Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Mahindra Manulife Focused Fund - Regular Plan - Growth |
---|---|---|
1 Month | 6.47% | 6.31% |
6 Month | -7.21% | -6.46% |
1 Year | 8.39% | 7.4% |
3 Year | 12.14% | 17.85% |
5 Year | 21.82% | - |
SIP Return Analysis
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Mahindra Manulife Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | -3.87% | -2.17% |
1 Year | -12.19% | -9.76% |
3 Year | 10.79% | 16.74% |
5 Year | 13.35% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Mahindra Manulife Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 18.28% | 21.62% |
3 Year | 17.37% | 23.95% |
5 Year | 18.3% | - |
Risk Management
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Mahindra Manulife Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.295% | 13.605% |
Sharp | 0.368% | 0.843% |
Beta | 0.898% | 0.932% |
Alpha | -1.119% | 3.938% |
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Fund Managers
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Mahindra Manulife Focused Fund - Regular Plan - Growth |
---|---|---|
Name | Arjun Khanna | Krishna Sanghvi |
Total AUM | ₹169639 Cr | ₹1343 Cr |
Funds Managed | 24 | 2 |
Kotak Focused Equity Fund- Regular plan _ Growth Option | Mahindra Manulife Focused Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 4.22 | 1.44 |
Large Cap | 75.43 | 86.96 |
Mid Cap | 12.09 | 6.34 |
Small Cap | 8.26 | 5.26 |
Sector Allocation
Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 1.27 | 0.8 |
Energy | 3.85 | 12.01 |
Technology | 13.03 | 6.27 |
Industrials | 19.62 | 4.05 |
Financial Services | 24.56 | 32.67 |
Healthcare | 7.2 | 4.73 |
Consumer Cyclical | 13.45 | 7.58 |
Consumer Defensive | 2.32 | 11.23 |
Utilities | 6.27 | 5.17 |
Communication Services | 5.24 | 3.94 |
Basic Materials | 3.19 | 11.55 |
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