Nippon India Focused Equity Fund vs Kotak Focused Equity Fund compare
Kotak Focused Equity Fund- Regular plan _ Growth Option
Nippon India Focused Equity Fund -Growth Plan -Growth Option
Chart Comparison
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) | ₹3349 Cr | ₹7875 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 | 1.9 | 1.86 |
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 | 3.19% | 5.15% |
6 Month | -4.26% | -2.44% |
1 Year | 9.06% | 11.24% |
3 Year | 13.35% | 13.91% |
5 Year | 22.26% | 26.36% |
SIP Return Analysis
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
6 Month | 0.53% | 2.58% |
1 Year | -4.37% | -1.16% |
3 Year | 13.93% | 14% |
5 Year | 15.27% | 16.98% |
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% | 11.09% |
3 Year | 17.37% | 15.06% |
5 Year | 18.3% | 16.01% |
Risk Management
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
Standard Deviation | 13.295% | 12.79% |
Sharp | 0.368% | 0.4% |
Beta | 0.898% | 0.9% |
Alpha | -1.119% | -0.69% |
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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 |
Funds Managed | 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 | 4.22 | 5.95 |
Large Cap | 75.43 | 56.47 |
Mid Cap | 12.09 | 20.83 |
Small Cap | 8.26 | 16.75 |
Sector Allocation
Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
Others | 1.27 | 5.95 |
Energy | 3.85 | 5.08 |
Technology | 13.03 | 4.75 |
Industrials | 19.62 | 11.6 |
Financial Services | 24.56 | 37.63 |
Healthcare | 7.2 | 7.03 |
Consumer Cyclical | 13.45 | 21.99 |
Consumer Defensive | 2.32 | - |
Utilities | 6.27 | - |
Communication Services | 5.24 | 2.89 |
Basic Materials | 3.19 | 3.08 |
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