Motilal Oswal Focused 25 Fund (MOF25) vs Kotak Focused Equity Fund compare

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Kotak Focused Equity Fund- Regular plan _ Growth Option

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Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option

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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	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Fund	Kotak Focused Equity Fund- Regular plan _ Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹3349 Cr	₹1504 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹500
Launch Date	16 Jul 2019	13 May 2013
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	21.79%	70%
Expense Ratio	1.9	2.04
Manager	Arjun Khanna	Rakesh Shetty
ISIN Code	INF174KA1EK3	INF247L01155
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	Motilal Oswal Focused Fund - 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	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
1 Month	-0.97%	-10.07%
6 Month	-10.26%	-23.39%
1 Year	6.53%	-5.13%
3 Year	11.25%	6.72%
5 Year	14.84%	8.72%

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
6 Month	-	-
1 Year	-7.42%	-26.7%
3 Year	12.38%	2.3%
5 Year	15.42%	6.99%

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
1 Year	18.28%	13.81%
3 Year	17.37%	12.65%
5 Year	18.3%	12.9%

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Standard Deviation	13.02%	12.4%
Sharp	0.424%	0.16%
Beta	0.917%	0.96%
Alpha	-1.872%	-5.07%

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Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Name	Arjun Khanna	Rakesh Shetty
Total AUM	₹169639 Cr	₹33886 Cr
Fund Manage	24	19
	Kotak Focused Equity Fund- Regular plan _ Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Others	1.58	0.1
Large Cap	80.41	20.95
Mid Cap	11.56	45.19
Small Cap	6.63	33.74

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Others	1.58	0.1
Petroleum Products	3.87	-
IT - Software	11.77	0.99
Personal Products	4.86	-
Construction	2.73	2.45
Banks	19.34	7.29
Pharmaceuticals & Biotechnology	4.71	1.31
Healthcare Services	3.03	-
Automobiles	7.77	1.55
Industrial Products	4.35	-
Gas	2.85	-
Consumer Durables	4.55	2.09
Aerospace & Defense	3.37	-
Retailing	6.51	9.73
Telecom - Services	4.96	-
Cement & Cement Products	2.94	-
Chemicals & Petrochemicals	1.51	-
Finance	3.86	18.57
Power	4	-
Auto Components	1.62	19.37
IT - Services	-	9.29
Transport Infrastructure	-	5.91
Leisure Services	-	2.87
Insurance	-	11.72
Fertilizers & Agrochemicals	-	1.98
Financial Technology (Fintech)	-	4.76