Mahindra Manulife Focused Fund vs Kotak Focused Equity Fund compare

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

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tortoise-icon Mahindra Manulife Focused 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 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) ₹3674 Cr ₹1551 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 05 Jul 2019 01 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 1.88 2.04
Manager Arjun Khanna Krishna Sanghvi
ISIN Code INF174KA1EK3 INF174V01AD4
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 3 months./365

Trailing Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Mahindra Manulife Focused Fund - Regular Plan - Growth
1 Month -6.21% -7.27%
6 Month 5.27% 2.24%
1 Year 26.18% 32.06%
3 Year 11.77% 17.79%
5 Year 16.87% -

SIP Return Analysis

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Mahindra Manulife Focused Fund - Regular Plan - Growth
6 Month - -
1 Year 17.96% 18%
3 Year 19.93% 25.86%
5 Year 19.95% -

Rolling Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Mahindra Manulife Focused Fund - Regular Plan - Growth
1 Year 18.28% 21.45%
3 Year 17.7% 24.35%
5 Year 19.96% -

Risk Management

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Mahindra Manulife Focused Fund - Regular Plan - Growth
Standard Deviation 11.68% 12.49%
Sharp 0.97% 1.36%
Beta 0.89% 0.91%
Alpha -0.21% 5.3%

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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
Fund Manage 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 1.33 2.28
Large Cap 81.84 84.04
Mid Cap 11.93 5.72
Small Cap 4.58 7.96

Sector Allocation

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

Mahindra Manulife Focused Fund - Regular Plan - Growth

Others 1.33 2.28
Petroleum Products 4.19 7.22
IT - Software 9.65 9.28
Personal Products 5.27 -
Construction 3.11 -
Banks 18.39 26.69
Pharmaceuticals and Biotechnology 4.19 -
Healthcare Services 2.33 -
Industrial Products 4.07 1.19
Gas 3.29 3.34
Automobiles 8.66 5.02
Consumer Durables 4.86 -
Aerospace and Defense 3.99 -
Telecom - Services 3.36 3.73
Auto Components 5.47 -
Cement and Cement Products 3.02 -
Chemicals and Petrochemicals 1.51 -
Beverages 0.97 1.94
Finance 3.69 2.1
Power 4.72 2.99
Retailing 3.61 -
Diversified FMCG - 10.12
Non - Ferrous Metals - 1.94
Pharmaceuticals & Biotechnology - 5.11
Cement & Cement Products - 5.57
Paper, Forest & Jute Products - 2.06
Oil - 2.09
Agricultural Food & other Products - 1.94
Leisure Services - 1.18
Consumable Fuels - 2.25
Ferrous Metals - 1.96

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