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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) | ₹3972 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 | -3.93% | -5.69% |
| 6 Month | 1.99% | -7.76% |
| 1 Year | 13.3% | 3.12% |
| 3 Year | 16.16% | 11.33% |
| 5 Year | 15.19% | 6.59% |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.15% | -6.81% |
| 1 Year | 8.73% | -8.36% |
| 3 Year | 13.13% | 5.21% |
| 5 Year | 13.7% | 5.78% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.61% | 12.23% |
| 3 Year | 17% | 14.02% |
| 5 Year | 19.71% | 13.69% |
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 | 10.01 | 13.08 |
| Large Cap | 70.67 | 68.66 |
| Mid Cap | 19.31 | 17.67 |
| Small Cap | - | 0.59 |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.39 | 6.86 |
| Energy | 3.79 | 2.56 |
| Technology | 9.54 | 6.73 |
| Industrials | 20.21 | 10.2 |
| Financial Services | 29.76 | 30.36 |
| Healthcare | 5.71 | 11.4 |
| Consumer Defensive | 2.14 | 1.66 |
| Consumer Cyclical | 15.77 | 13.39 |
| Communication Services | 5.72 | 7.06 |
| Basic Materials | 3.01 | 3.63 |
| Utilities | 2.96 | 3.07 |
| Real Estate | - | 3.07 |
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