Quant Focused Fund vs Kotak Focused Equity Fund compare
Kotak Focused Equity Fund- Regular plan _ Growth Option
Quant Focused Fund-Growth
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹3349 Cr | ₹1064 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 | 1.9 | 2.18 |
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 | -0.97% | -4.71% |
6 Month | -10.26% | -16.55% |
1 Year | 6.53% | -4.99% |
3 Year | 11.25% | 15.05% |
5 Year | 14.84% | 19.55% |
SIP Return Analysis
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Quant Focused Fund-Growth |
---|---|---|
6 Month | - | - |
1 Year | -8.06% | -19.76% |
3 Year | 12.03% | 11.09% |
5 Year | 14.94% | 16.58% |
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 | 17.37% | 17.33% |
5 Year | 18.3% | 15.7% |
Risk Management
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Quant Focused Fund-Growth |
---|---|---|
Standard Deviation | 13.02% | 15.933% |
Sharp | 0.424% | 0.641% |
Beta | 0.917% | 1.052% |
Alpha | -1.872% | 1.751% |
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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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