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Axis Focused Fund vs Kotak Focused Equity Fund compare

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tortoise-icon Kotak Focused Fund- Regular plan _ Growth Option

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tortoise-icon 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) ₹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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