Mirae Asset Focused Fund Regular Plan Growth vs Kotak Focused Equity Fund compare

Kotak Focused Equity Fund- Regular plan _ Growth Option

Mirae Asset Focused Fund Regular Plan Growth

Overview

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Mirae Asset Focused Fund Regular Plan Growth
Fund	Kotak Focused Equity Fund- Regular plan _ Growth Option	Mirae Asset Focused Fund Regular Plan Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3530 Cr	₹8261 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	05 Jul 2019	05 May 2019
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	21.79%	34%
Expense Ratio	1.88	1.75
Manager	Arjun Khanna	Gaurav Misra
ISIN Code	INF174KA1EK3	INF769K01ES4
Exits Load	Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days./365	I. For investors who have opted for SWP under the plan: a) 15% of the units allotted (including Switch-in/STP - in) on or before completion of 365 days from the date of allotment of units: Nil. b) Any redemption in excess of such limits in the first 365 d/365

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Mirae Asset Focused Fund Regular Plan Growth
1 Month	1.07%	2.34%
6 Month	20.62%	15.48%
1 Year	38.82%	23.22%
3 Year	17.56%	10.98%
5 Year	20.1%	19.17%

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Mirae Asset Focused Fund Regular Plan Growth
6 Month	-	-
1 Year	16.78%	7.32%
3 Year	34.49%	16.45%
5 Year	66.61%	46.27%

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Mirae Asset Focused Fund Regular Plan Growth
1 Year	21.18%	19.38%
3 Year	50.95%	38.86%
5 Year	73.26%	52.26%

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Mirae Asset Focused Fund Regular Plan Growth
Standard Deviation	11.68%	11.06%
Sharp	0.97%	0.46%
Beta	0.89%	0.81%
Alpha	-0.21%	-5.69%

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Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Mirae Asset Focused Fund Regular Plan Growth
Name	Arjun Khanna	Gaurav Misra
Total AUM	₹169639 Cr	₹45211 Cr
Fund Manage	24	2
	Kotak Focused Equity Fund- Regular plan _ Growth Option	Mirae Asset Focused Fund Regular Plan Growth

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Mirae Asset Focused Fund Regular Plan Growth
Others	1.33	1.26
Large Cap	81.84	51.09
Mid Cap	11.93	27.91
Small Cap	4.58	19.74

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Mirae Asset Focused Fund Regular Plan Growth
Others	1.33	1.26
Petroleum Products	4.19	-
IT - Software	9.65	-
Personal Products	5.27	-
Construction	3.11	2.77
Banks	18.39	-
Pharmaceuticals and Biotechnology	4.19	-
Healthcare Services	2.33	-
Industrial Products	4.07	-
Gas	3.29	-
Automobiles	8.66	-
Consumer Durables	4.86	-
Aerospace and Defense	3.99	-
Telecom - Services	3.36	-
Auto Components	5.47	-
Cement and Cement Products	3.02	-
Chemicals and Petrochemicals	1.51	-
Beverages	0.97	-
Finance	3.69	-
Power	4.72	-
Retailing	3.61	-
Energy	-	8.12
Technology	-	10.42
Financial	-	31.31
Services	-	14.49
Healthcare	-	5.88
Automobile	-	4.92
Chemicals	-	2.21
Consumer Discretionary	-	2.9
Capital Goods	-	4.7
Communication	-	3.75
Diversified	-	1.92
Metals & Mining	-	1.32
Materials	-	2.49
Textiles	-	1.54