Axis Focused Fund vs Kotak Focused Equity Fund compare

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tortoise-icon Kotak Focused Equity Fund- Regular plan _ Growth Option

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tortoise-icon 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 Equity Fund- Regular plan _ Growth Option Axis Focused Fund - Regular Plan - Growth Option
Fund Kotak Focused Equity Fund- Regular plan _ Growth Option Axis Focused Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3505 Cr ₹13356 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 1.88 1.73
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 Equity Fund- Regular plan _ Growth Option Axis Focused Fund - Regular Plan - Growth Option
1 Month -7.07% -6.88%
6 Month -5.92% -2.11%
1 Year 13.07% 11.35%
3 Year 10.75% 2.68%
5 Year 16.01% 10.65%

SIP Return Analysis

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Axis Focused Fund - Regular Plan - Growth Option
6 Month - -
1 Year 1.28% 1.23%
3 Year 15.49% 10.86%
5 Year 17.03% 10.59%

Rolling Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Axis Focused Fund - Regular Plan - Growth Option
1 Year 18.28% 14.58%
3 Year 17.7% 14.67%
5 Year 19.96% 14.05%

Risk Management

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Axis Focused Fund - Regular Plan - Growth Option
Standard Deviation 11.68% 15.43%
Sharp 0.97% 0.22%
Beta 0.89% 1.05%
Alpha -0.21% -10.87%

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Fund Managers

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

Market Cap

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

Axis Focused Fund - Regular Plan - Growth Option

Others 1.58 5.54
Large Cap 80.41 73.41
Mid Cap 11.56 21.06
Small Cap 6.63 -

Sector Allocation

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

Axis Focused Fund - Regular Plan - Growth Option

Others 1.58 5.54
Petroleum Products 3.87 -
IT - Software 11.77 5.97
Personal Products 4.86 -
Construction 2.73 -
Banks 19.34 17.55
Pharmaceuticals & Biotechnology 4.71 4.6
Healthcare Services 3.03 2.82
Automobiles 7.77 6.98
Industrial Products 4.35 0.89
Gas 2.85 -
Consumer Durables 4.55 -
Aerospace & Defense 3.37 3.02
Retailing 6.51 11.35
Telecom - Services 4.96 5.7
Cement & Cement Products 2.94 0.69
Chemicals & Petrochemicals 1.51 5
Finance 3.86 9.91
Power 4 6.41
Auto Components 1.62 1.12
Electrical Equipment - 1.34
Financial Technology (Fintech) - 3.32
Fertilizers & Agrochemicals - 2.37
Transport Services - 2.67
Realty - 2.76

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