UTI Focused Fund vs Kotak Focused Equity Fund compare

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Kotak Focused Equity Fund- Regular plan _ Growth Option

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UTI Focused Fund- Regular Plan - Growth Option

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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	UTI Focused Fund- Regular Plan - Growth Option
Fund	Kotak Focused Equity Fund- Regular plan _ Growth Option	UTI Focused Fund- Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹3349 Cr	₹2563 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	16 Jul 2019	25 Aug 2021
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	21.79%	39.82%
Expense Ratio	1.9	1.98
Manager	Arjun Khanna	Deepesh Agarwal
ISIN Code	INF174KA1EK3	INF789F1AUY5
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	UTI Focused 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	UTI Focused Fund- Regular Plan - Growth Option
1 Month	-0.97%	-1.63%
6 Month	-10.26%	-10.58%
1 Year	6.53%	6.57%
3 Year	11.25%	13.31%
5 Year	14.84%	-

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	UTI Focused Fund- Regular Plan - Growth Option
6 Month	-	-
1 Year	-8.06%	-7.08%
3 Year	12.03%	13.19%
5 Year	14.94%	-

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	UTI Focused Fund- Regular Plan - Growth Option
1 Year	18.28%	17.01%
3 Year	17.37%	14.5%
5 Year	18.3%	-

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	UTI Focused Fund- Regular Plan - Growth Option
Standard Deviation	13.02%	13.63%
Sharp	0.424%	0.547%
Beta	0.917%	0.916%
Alpha	-1.872%	0.08%

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Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	UTI Focused Fund- Regular Plan - Growth Option
Name	Arjun Khanna	Deepesh Agarwal
Total AUM	₹169639 Cr	₹35015 Cr
Fund Manage	24	9
	Kotak Focused Equity Fund- Regular plan _ Growth Option	UTI Focused Fund- Regular Plan - Growth Option

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	UTI Focused Fund- Regular Plan - Growth Option
Others	1.58	1.75
Large Cap	80.41	79.14
Mid Cap	11.56	19.08
Small Cap	6.63	-

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	UTI Focused Fund- Regular Plan - Growth Option
Others	1.58	1.68
Petroleum Products	3.87	-
IT - Software	11.77	-
Personal Products	4.86	-
Construction	2.73	3.34
Banks	19.34	-
Pharmaceuticals & Biotechnology	4.71	-
Healthcare Services	3.03	-
Automobiles	7.77	-
Industrial Products	4.35	-
Gas	2.85	-
Consumer Durables	4.55	-
Aerospace & Defense	3.37	-
Retailing	6.51	-
Telecom - Services	4.96	-
Cement & Cement Products	2.94	-
Chemicals & Petrochemicals	1.51	-
Finance	3.86	-
Power	4	-
Auto Components	1.62	-
Financial	-	26.46
Energy	-	6
Materials	-	3.76
Technology	-	9.05
Healthcare	-	5.64
Metals & Mining	-	1.84
Consumer Staples	-	6.27
Automobile	-	9.01
Capital Goods	-	8.13
Services	-	10.12
Communication	-	4.28
Chemicals	-	1.9
Insurance	-	2.49