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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) | ₹3636 Cr | ₹12286 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 | 3.31% | 2.55% |
| 6 Month | 19.07% | 16.49% |
| 1 Year | 1.15% | -1.18% |
| 3 Year | 16.09% | 10.54% |
| 5 Year | 19.94% | 13.58% |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 5.8% | 3.44% |
| 1 Year | 16.21% | 11.64% |
| 3 Year | 16.41% | 13.06% |
| 5 Year | 15.58% | 9.95% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.9% | 13.51% |
| 3 Year | 17.25% | 14.29% |
| 5 Year | 19.96% | 14.05% |
Risk Management
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.23% | 13.69% |
| Sharp | 0.66% | 0.18% |
| Beta | 0.89% | 0.92% |
| Alpha | 1.02% | -4.75% |
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 | 6.17 | 15.07 |
| Large Cap | 72.7 | 66.84 |
| Mid Cap | 19.03 | 18.09 |
| Small Cap | 2.1 | - |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.9 | 6.42 |
| Energy | 3.58 | - |
| Technology | 9.84 | 5.23 |
| Industrials | 20.23 | 10.53 |
| Financial Services | 25.92 | 32.29 |
| Healthcare | 5.28 | 10.99 |
| Consumer Defensive | 2.37 | 1.54 |
| Utilities | 5.08 | 3.04 |
| Consumer Cyclical | 15.97 | 13.89 |
| Communication Services | 5.6 | 8.68 |
| Basic Materials | 3.23 | 3.88 |
| Real Estate | - | 3.52 |
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