Axis Focused Fund vs Kotak Focused Equity Fund compare

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Kotak Focused Fund- Regular plan _ Growth Option

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Axis Focused Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹3536 Cr	₹12644 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

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Axis Focused Fund - Regular Plan - Growth Option
1 Month	4.38%	2.79%
6 Month	5.52%	3.38%
1 Year	3.98%	6.32%
3 Year	20.1%	14.63%
5 Year	21.34%	15.13%

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Axis Focused Fund - Regular Plan - Growth Option
6 Month	11.43%	10.73%
1 Year	13.85%	14.38%
3 Year	18.36%	15.58%
5 Year	17.3%	11.86%

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%

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Axis Focused Fund - Regular Plan - Growth Option
Standard Deviation	13.28%	15.70%
Sharp	0.74%	0.35%
Beta	0.90%	0.99%
Alpha	-0.35%	-5.72%

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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

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Axis Focused Fund - Regular Plan - Growth Option
Others	4.67	8.97
Large Cap	76.24	73.81
Mid Cap	16.66	17.22
Small Cap	2.44	-

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Axis Focused Fund - Regular Plan - Growth Option
Others	1.09	6.09
Energy	4.09	-
Technology	10.27	5.79
Industrials	19.27	10.2
Financial Services	28.54	35.5
Healthcare	6.34	9.99
Consumer Defensive	2.42	1.26
Utilities	5.92	3.8
Consumer Cyclical	13.44	10.31
Communication Services	5.66	8.96
Basic Materials	2.95	4.89
Real Estate	-	3.21