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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) | ₹3869 Cr | ₹12581 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 | 0.55% | -1.32% |
| 6 Month | 9.81% | 2.92% |
| 1 Year | 13.09% | 7.67% |
| 3 Year | 16.77% | 11.49% |
| 5 Year | 18.63% | 10.85% |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.03% | 0.35% |
| 1 Year | 20.3% | 9.58% |
| 3 Year | 16.73% | 11.65% |
| 5 Year | 15.54% | 9.06% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.64% | 12.77% |
| 3 Year | 17.03% | 14.16% |
| 5 Year | 19.88% | 13.85% |
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 | 8.05 | 13.5 |
| Large Cap | 71.07 | 67 |
| Mid Cap | 19.36 | 18.7 |
| Small Cap | 1.52 | 0.79 |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.84 | 3.93 |
| Energy | 3.68 | - |
| Technology | 9.23 | 4.42 |
| Industrials | 20.66 | 11.85 |
| Financial Services | 27.12 | 33.51 |
| Healthcare | 5.52 | 12.11 |
| Consumer Defensive | 2.01 | 0.88 |
| Utilities | 3.11 | 3.19 |
| Consumer Cyclical | 16.21 | 13.64 |
| Communication Services | 5.73 | 9.05 |
| Basic Materials | 2.87 | 3.59 |
| Real Estate | - | 3.84 |
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