Axis Focused Fund vs Kotak Focused Equity Fund compare

Axis Focused Fund vs Kotak Focused Equity Fund compare

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Kotak Focused Fund- Regular plan _ Growth Option

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Axis 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 Fund- Regular plan _ Growth Option	Axis Focused Fund - Regular Plan - Growth Option
Fund	Kotak Focused Fund- Regular plan _ Growth Option	Axis Focused Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹3942 Cr	₹11972 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	16 Jul 2019	29 Jun 2012
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	21.79%	180%
Expense Ratio	1.9	1.74
Manager	Arjun Khanna	Shreyash Devalkar
ISIN Code	INF174KA1EK3	INF846K01CH7
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	Axis Focused Fund - 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 Fund- Regular plan _ Growth Option	Axis Focused Fund - Regular Plan - Growth Option
1 Month	0.71%	-2.36%
6 Month	6.65%	-2.36%
1 Year	18.71%	7.87%
3 Year	17.43%	12.11%
5 Year	15.63%	7.18%

SIP Return Analysis

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Axis Focused Fund - Regular Plan - Growth Option
6 Month	3.77%	-2.3%
1 Year	19.37%	1.74%
3 Year	15.74%	8.07%
5 Year	14.94%	7.17%

Rolling Lumpsum Returns

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Axis Focused Fund - Regular Plan - Growth Option
1 Year	12.61%	12.39%
3 Year	16.97%	14.03%
5 Year	19.72%	13.7%

Risk Management

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Axis Focused Fund - Regular Plan - Growth Option
Standard Deviation	11.68%	15.43%
Sharp	0.93%	0.45%
Beta	0.9%	0.93%
Alpha	1.3%	-4.16%

Fund Managers

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Axis Focused Fund - Regular Plan - Growth Option
Name	Arjun Khanna	Shreyash Devalkar
Total AUM	₹169639 Cr	₹166770 Cr
Funds Managed	24	14
	Kotak Focused Fund- Regular plan _ Growth Option	Axis Focused Fund - Regular Plan - Growth Option

Market Cap

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Axis Focused Fund - Regular Plan - Growth Option
Others	8.47	12.52
Large Cap	71.31	68.49
Mid Cap	18.85	18.4
Small Cap	1.38	0.6

Sector Allocation

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Axis Focused Fund - Regular Plan - Growth Option
Others	3.29	3.02
Energy	3.81	-
Technology	9.54	4.67
Industrials	20.15	11.97
Financial Services	27.73	34.28
Healthcare	5.65	11.54
Consumer Defensive	2.02	1.69
Consumer Cyclical	16.36	13.51
Communication Services	5.75	9.16
Basic Materials	2.74	3.46
Utilities	2.96	2.98
Real Estate	-	3.73

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