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) | ₹3707 Cr | ₹13025 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 | 1.52% | 1.03% |
6 Month | 8.88% | 8.07% |
1 Year | 0.91% | 3.32% |
3 Year | 18% | 12.51% |
5 Year | 20.26% | 14.5% |
SIP Return Analysis
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 8.75% | 7.19% |
1 Year | 11.23% | 9.29% |
3 Year | 16.6% | 13.39% |
5 Year | 16.16% | 10.53% |
Rolling Lumpsum Returns
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 16.08% | 14.14% |
3 Year | 17.15% | 14.35% |
5 Year | 19.33% | 13.84% |
Risk Management
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.95% | 15.01% |
Sharp | 0.99% | 0.61% |
Beta | 0.90% | 0.97% |
Alpha | 0.05% | -4.68% |
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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 | 5.27 | 13.46 |
Large Cap | 75 | 68.88 |
Mid Cap | 17.08 | 17.66 |
Small Cap | 2.66 | - |
Sector Allocation
Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.36 | 3.99 |
Energy | 3.88 | - |
Technology | 10.33 | 5.39 |
Industrials | 19.8 | 10.43 |
Financial Services | 27.76 | 35.03 |
Healthcare | 6.79 | 9.89 |
Consumer Defensive | 2.21 | 1.33 |
Utilities | 5.67 | 3.94 |
Consumer Cyclical | 13.33 | 12.5 |
Communication Services | 5.85 | 9.31 |
Basic Materials | 3.03 | 4.66 |
Real Estate | - | 3.52 |
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