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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) | ₹3942 Cr | ₹12445 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 | 2.41% | -1.47% |
| 6 Month | 7.66% | -1.49% |
| 1 Year | 15.57% | 3.63% |
| 3 Year | 18.42% | 12.82% |
| 5 Year | 16.88% | 7.74% |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 5.72% | -0.36% |
| 1 Year | 24.55% | 6.04% |
| 3 Year | 17.37% | 9.77% |
| 5 Year | 15.9% | 8.05% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.54% | 12.4% |
| 3 Year | 16.95% | 14.04% |
| 5 Year | 19.73% | 13.7% |
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 | 0.83% | 0.42% |
| Beta | 0.9% | 0.93% |
| Alpha | 1.07% | -3.72% |
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 | 8.47 | 12.52 |
| Large Cap | 71.31 | 68.49 |
| Mid Cap | 18.85 | 18.4 |
| Small Cap | 1.38 | 0.6 |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.29 | 3.02 |
| Energy | 3.81 | - |
| Technology | 9.54 | 4.67 |
| Industrials | 20.15 | 11.97 |
| Financial Services | 27.73 | 34.28 |
| Healthcare | 5.65 | 11.54 |
| Consumer Defensive | 2.02 | 1.69 |
| Consumer Cyclical | 16.36 | 13.51 |
| Communication Services | 5.75 | 9.16 |
| Basic Materials | 2.74 | 3.46 |
| Utilities | 2.96 | 2.98 |
| Real Estate | - | 3.73 |
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