Quant Focused 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 Quant Focused Fund-Growth

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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 Quant Focused Fund-Growth
Fund Kotak Focused Equity Fund- Regular plan _ Growth Option Quant Focused Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3505 Cr ₹1121 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 16 Jul 2019 29 Aug 2008
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 21.79% %
Expense Ratio 1.88 2.15
Manager Arjun Khanna Sanjeev Sharma
ISIN Code INF174KA1EK3 INF966L01374
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 Quant Focused Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Quant Focused Fund-Growth
1 Month 0.57% -2.18%
6 Month -0.24% -7.08%
1 Year 17.62% 14.39%
3 Year 13.7% 16.2%
5 Year 16.98% 21.25%

SIP Return Analysis

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Quant Focused Fund-Growth
6 Month - -
1 Year 9.03% -3.26%
3 Year 18.06% 18.37%
5 Year 18.97% 21.34%

Rolling Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Quant Focused Fund-Growth
1 Year 18.28% 14.72%
3 Year 17.7% 17.6%
5 Year 19.96% 15.58%

Risk Management

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Quant Focused Fund-Growth
Standard Deviation 11.68% 14.85%
Sharp 0.97% 1%
Beta 0.89% 0.93%
Alpha -0.21% 2.03%

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Fund Managers

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Quant Focused Fund-Growth
Name Arjun Khanna Sanjeev Sharma
Total AUM ₹169639 Cr ₹39731 Cr
Fund Manage 24 22
Kotak Focused Equity Fund- Regular plan _ Growth Option Quant Focused Fund-Growth

Market Cap

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

Quant Focused Fund-Growth

Others 1.58 21.74
Large Cap 80.41 73.55
Mid Cap 11.56 -
Small Cap 6.63 4.69

Sector Allocation

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

Quant Focused Fund-Growth

Others 1.58 21.74
Petroleum Products 3.87 9.37
IT - Software 11.77 -
Personal Products 4.86 -
Construction 2.73 4.92
Banks 19.34 -
Pharmaceuticals & Biotechnology 4.71 -
Healthcare Services 3.03 -
Automobiles 7.77 -
Industrial Products 4.35 -
Gas 2.85 1.93
Consumer Durables 4.55 4.23
Aerospace & Defense 3.37 -
Retailing 6.51 -
Telecom - Services 4.96 4.69
Cement & Cement Products 2.94 8.09
Chemicals & Petrochemicals 1.51 -
Finance 3.86 7.51
Power 4 5.82
Auto Components 1.62 -
Diversified FMCG - 12.7
Insurance - 13.77
Food Products - 5.21

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