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Tata Focused Equity Fund vs Kotak Focused Equity Fund compare
Kotak Focused Equity Fund- Regular plan _ Growth Option
Tata Focused Equity Fund-Regular Plan-Growth
Chart Comparison
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 Risk | Very High Risk |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -0.97% | -2.27% |
| 6 Month | -10.26% | -11.02% |
| 1 Year | 6.53% | 4.1% |
| 3 Year | 11.25% | 13.38% |
| 5 Year | 14.84% | 16.12% |
SIP Return Analysis
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -8.06% | -10.84% |
| 3 Year | 12.03% | 12.55% |
| 5 Year | 14.94% | 16.09% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 13.02% | 14.255% |
| Sharp | 0.424% | 0.518% |
| Beta | 0.917% | 0.995% |
| Alpha | -1.872% | -0.625% |
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Fund Managers
| 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 |
| Fund Manage | 24 | 7 |
| Kotak Focused Equity Fund- Regular plan _ Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Others | 1.58 | 2.62 |
| Large Cap | 80.41 | 56.27 |
| Mid Cap | 11.56 | 16.07 |
| Small Cap | 6.63 | 25.04 |
Sector Allocation
| Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Others | 1.58 | 2.62 |
| Petroleum Products | 3.87 | 3.62 |
| IT - Software | 11.77 | 8.45 |
| Personal Products | 4.86 | - |
| Construction | 2.73 | 10.06 |
| Banks | 19.34 | 22.3 |
| Pharmaceuticals & Biotechnology | 4.71 | 5.39 |
| Healthcare Services | 3.03 | 1.99 |
| Automobiles | 7.77 | - |
| Industrial Products | 4.35 | - |
| Gas | 2.85 | - |
| Consumer Durables | 4.55 | 5.43 |
| Aerospace & Defense | 3.37 | - |
| Retailing | 6.51 | 8.36 |
| Telecom - Services | 4.96 | - |
| Cement & Cement Products | 2.94 | 2.15 |
| Chemicals & Petrochemicals | 1.51 | - |
| Finance | 3.86 | 2.1 |
| Power | 4 | 6.08 |
| Auto Components | 1.62 | 5.32 |
| Insurance | - | 1.94 |
| Entertainment | - | 2.22 |
| Agricultural, Commercial & Construction Vehicles | - | 3.01 |
| Realty | - | 2.3 |
| Commercial Services & Supplies | - | 3.97 |
| Leisure Services | - | 2.69 |
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