Nippon India Focused Equity 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 Nippon India Focused Equity Fund -Growth 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 Nippon India Focused Equity Fund -Growth Plan -Growth Option
Fund Kotak Focused Equity Fund- Regular plan _ Growth Option Nippon India Focused Equity Fund -Growth Plan -Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3505 Cr ₹8477 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 16 Jul 2019 26 Dec 2006
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI BSE 500
Turn Over 21.79% 59%
Expense Ratio 1.88 1.85
Manager Arjun Khanna Vinay Sharma
ISIN Code INF174KA1EK3 INF204K01GE7
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 Nippon India Focused Equity 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 Nippon India Focused Equity Fund -Growth Plan -Growth Option
1 Month 3.86% 3.58%
6 Month 3.02% 2.62%
1 Year 21.46% 15.15%
3 Year 14.41% 15.58%
5 Year 17.9% 20.21%

SIP Return Analysis

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Nippon India Focused Equity Fund -Growth Plan -Growth Option
6 Month - -
1 Year 18.97% 14.15%
3 Year 21.42% 19.47%
5 Year 20.66% 21.64%

Rolling Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Nippon India Focused Equity Fund -Growth Plan -Growth Option
1 Year 18.28% 10.95%
3 Year 17.7% 15.11%
5 Year 19.96% 15.75%

Risk Management

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Nippon India Focused Equity Fund -Growth Plan -Growth Option
Standard Deviation 11.68% 12.79%
Sharp 0.97% 0.68%
Beta 0.89% 0.94%
Alpha -0.21% 0.03%

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Fund Managers

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Nippon India Focused Equity Fund -Growth Plan -Growth Option
Name Arjun Khanna Vinay Sharma
Total AUM ₹169639 Cr ₹14183 Cr
Fund Manage 24 3
Kotak Focused Equity Fund- Regular plan _ Growth Option Nippon India Focused Equity Fund -Growth Plan -Growth Option

Market Cap

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

Nippon India Focused Equity Fund -Growth Plan -Growth Option

Others 1.58 10.21
Large Cap 80.41 48.84
Mid Cap 11.56 19.37
Small Cap 6.63 21.58

Sector Allocation

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

Nippon India Focused Equity Fund -Growth Plan -Growth Option

Others 1.58 10.21
Petroleum Products 3.87 4.25
IT - Software 11.77 4.7
Personal Products 4.86 -
Construction 2.73 -
Banks 19.34 22.56
Pharmaceuticals & Biotechnology 4.71 -
Healthcare Services 3.03 2.7
Automobiles 7.77 6.55
Industrial Products 4.35 -
Gas 2.85 -
Consumer Durables 4.55 0.97
Aerospace & Defense 3.37 -
Retailing 6.51 4.42
Telecom - Services 4.96 -
Cement & Cement Products 2.94 1.77
Chemicals & Petrochemicals 1.51 -
Finance 3.86 9.02
Power 4 -
Auto Components 1.62 4.93
IT - Services - 2.78
Leisure Services - 6.26
Diversified FMCG - 3.03
Entertainment - 1.71
Electrical Equipment - 2.28
Diversified - 3.97
Industrial Manufacturing - 2.89
Capital Markets - 1.92
Insurance - 3.08

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