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
Chart Comparison
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) | ₹3349 Cr | ₹7664 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 16 Jul 2019 | 14 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 | 1.9 | 1.76 |
Manager | Arjun Khanna | Gaurav Misra |
ISIN Code | INF174KA1EK3 | INF769K01ES4 |
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 | Mirae Asset Focused Fund - 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 | Mirae Asset Focused Fund Regular Plan Growth |
---|---|---|
1 Month | 4.79% | 3.98% |
6 Month | -13.09% | -12.93% |
1 Year | 4.33% | 4.96% |
3 Year | 11.21% | 6.2% |
5 Year | 23.97% | 22.95% |
SIP Return Analysis
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Mirae Asset Focused Fund Regular Plan Growth |
---|---|---|
6 Month | -3.89% | -6.85% |
1 Year | -8.2% | -7.54% |
3 Year | 13.11% | 8.44% |
5 Year | 15.19% | 11.22% |
Rolling Lumpsum Returns
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Mirae Asset Focused Fund Regular Plan Growth |
---|---|---|
1 Year | 18.28% | 16.52% |
3 Year | 17.37% | 16.1% |
5 Year | 18.3% | 17.24% |
Risk Management
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Mirae Asset Focused Fund Regular Plan Growth |
---|---|---|
Standard Deviation | 13.295% | 12.237% |
Sharp | 0.368% | 0.078% |
Beta | 0.898% | 0.812% |
Alpha | -1.119% | -5.562% |
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Fund Managers
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 |
Funds Managed | 24 | 2 |
Kotak Focused Equity Fund- Regular plan _ Growth Option | Mirae Asset Focused Fund Regular Plan Growth |
Market Cap
Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
Mirae Asset Focused Fund Regular Plan Growth |
---|---|---|
Others | 4.22 | 3.89 |
Large Cap | 75.43 | 39.06 |
Mid Cap | 12.09 | 29.42 |
Small Cap | 8.26 | 27.64 |
Sector Allocation
Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
Mirae Asset Focused Fund Regular Plan Growth |
---|---|---|
Others | 1.27 | 3.89 |
Energy | 3.85 | - |
Technology | 13.03 | 18.58 |
Industrials | 19.62 | 8.54 |
Financial Services | 24.56 | 26.35 |
Healthcare | 7.2 | 4.67 |
Consumer Cyclical | 13.45 | 20.85 |
Consumer Defensive | 2.32 | - |
Utilities | 6.27 | 2.29 |
Communication Services | 5.24 | 4.05 |
Basic Materials | 3.19 | 8.65 |
Real Estate | - | 2.14 |
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