Tata Focused Equity Fund vs Kotak Focused Equity Fund compare

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Kotak Focused Equity Fund- Regular plan _ Growth Option

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Tata Focused Equity Fund-Regular Plan-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	Tata Focused Equity Fund-Regular Plan-Growth
Fund	Kotak Focused Equity Fund- Regular plan _ Growth Option	Tata Focused Equity Fund-Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3349 Cr	₹1739 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	16 Jul 2019	05 Dec 2019
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	21.79%	32.33%
Expense Ratio	1.9	2.04
Manager	Arjun Khanna	Kapil Malhotra
ISIN Code	INF174KA1EK3	INF277K010Y2
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	Tata Focused Equity Fund - Regular Plan - 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	Tata Focused Equity Fund-Regular Plan-Growth
1 Month	6.44%	4.12%
6 Month	-12.84%	-14.76%
1 Year	7.13%	4.58%
3 Year	12.95%	13.14%
5 Year	23.55%	24.66%

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Tata Focused Equity Fund-Regular Plan-Growth
6 Month	-3.89%	-7.34%
1 Year	-8.2%	-12.21%
3 Year	13.11%	12.86%
5 Year	15.19%	15.85%

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Tata Focused Equity Fund-Regular Plan-Growth
1 Year	18.28%	22.62%
3 Year	17.37%	19.32%
5 Year	18.3%	18.37%

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Tata Focused Equity Fund-Regular Plan-Growth
Standard Deviation	13.295%	14.255%
Sharp	0.368%	0.518%
Beta	0.898%	0.995%
Alpha	-1.119%	-0.625%

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Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Tata Focused Equity Fund-Regular Plan-Growth
Name	Arjun Khanna	Kapil Malhotra
Total AUM	₹169639 Cr	₹18472 Cr
Funds Managed	24	7
	Kotak Focused Equity Fund- Regular plan _ Growth Option	Tata Focused Equity Fund-Regular Plan-Growth

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Tata Focused Equity Fund-Regular Plan-Growth
Others	4.22	4.77
Large Cap	75.43	58.06
Mid Cap	12.09	16.49
Small Cap	8.26	20.69

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Tata Focused Equity Fund-Regular Plan-Growth
Others	1.27	4.77
Energy	3.85	4.04
Technology	13.03	12.7
Industrials	19.62	13.18
Financial Services	24.56	28.27
Healthcare	7.2	7.4
Consumer Cyclical	13.45	16.91
Consumer Defensive	2.32	-
Utilities	6.27	6.35
Communication Services	5.24	1.99
Basic Materials	3.19	2.32
Real Estate	-	2.06