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Axis Focused Fund vs Kotak Focused Equity Fund compare
Kotak Focused Fund- Regular plan _ Growth Option
Axis Focused Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹3697 Cr | ₹12257 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 | 2.77% | 3.01% |
| 6 Month | 12.21% | 6.77% |
| 1 Year | 9.71% | 5.88% |
| 3 Year | 15.93% | 10.98% |
| 5 Year | 19.7% | 12.6% |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 5.82% | 2.99% |
| 1 Year | 21.65% | 12.67% |
| 3 Year | 17.26% | 12.88% |
| 5 Year | 15.93% | 9.69% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.05% | 13.08% |
| 3 Year | 17.12% | 14.22% |
| 5 Year | 19.9% | 13.94% |
Risk Management
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.07% | 13.40% |
| Sharp | 0.76% | 0.37% |
| Beta | 0.90% | 0.92% |
| Alpha | 0.68% | -3.77% |
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 | 5.87 | 14.31 |
| Large Cap | 72.8 | 66.71 |
| Mid Cap | 19.29 | 18.03 |
| Small Cap | 2.04 | 0.95 |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.25 | 4.84 |
| Energy | 3.54 | - |
| Technology | 9.09 | 4.65 |
| Industrials | 20.77 | 11.87 |
| Financial Services | 26.71 | 33.39 |
| Healthcare | 5.26 | 11.62 |
| Consumer Defensive | 2.19 | 1.35 |
| Utilities | 4.62 | 3.03 |
| Consumer Cyclical | 17.02 | 13.53 |
| Communication Services | 5.48 | 8.58 |
| Basic Materials | 3.07 | 3.74 |
| Real Estate | - | 3.41 |
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