Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Canara Robeco Focused Equity Fund vs Kotak Focused Equity Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Canara Robeco Focused Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

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

Overview

Scheme Name Kotak Focused Fund- Regular plan _ Growth Option Canara Robeco Focused Fund - Regular Plan - Growth Option
Fund Kotak Focused Fund- Regular plan _ Growth Option Canara Robeco Focused Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Average Average
Asset Size (Cr) ₹3942 Cr ₹2869 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 16 Jul 2019 17 May 2021
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI BSE 500
Turn Over 21.79% 37%
Expense Ratio 1.9 1.96
Manager Arjun Khanna Shridatta Bhandwaldar
ISIN Code INF174KA1EK3 INF760K01JT0
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 Canara Robeco Focused Equity Fund - Regular Plan - 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 Canara Robeco Focused Fund - Regular Plan - Growth Option
1 Month 0.57% -1.17%
6 Month 6.5% 1.91%
1 Year 15.43% 7.84%
3 Year 17.46% 17.55%
5 Year 15.68% -

SIP Return Analysis

Scheme Name Kotak Focused Fund- Regular plan _ Growth Option Canara Robeco Focused Fund - Regular Plan - Growth Option
6 Month 3.77% 0.37%
1 Year 19.37% 9.78%
3 Year 15.74% 14.15%
5 Year 14.94% -

Rolling Lumpsum Returns

Scheme Name Kotak Focused Fund- Regular plan _ Growth Option Canara Robeco Focused Fund - Regular Plan - Growth Option
1 Year 12.61% 11.75%
3 Year 16.97% 17.56%
5 Year 19.72% -

Risk Management

Scheme Name Kotak Focused Fund- Regular plan _ Growth Option Canara Robeco Focused Fund - Regular Plan - Growth Option
Standard Deviation 11.68% 11.63%
Sharp 0.93% 0.93%
Beta 0.9% 0.89%
Alpha 1.3% 1.53%

Fund Managers

Scheme Name Kotak Focused Fund- Regular plan _ Growth Option Canara Robeco Focused Fund - Regular Plan - Growth Option
Name Arjun Khanna Shridatta Bhandwaldar
Total AUM ₹169639 Cr ₹69491 Cr
Funds Managed 24 12
Kotak Focused Fund- Regular plan _ Growth Option Canara Robeco Focused Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak Focused Fund- Regular plan _ Growth Option

Canara Robeco Focused Fund - Regular Plan - Growth Option

Others 8.47 10.54
Large Cap 71.31 72.09
Mid Cap 18.85 15.55
Small Cap 1.38 1.82

Sector Allocation

Scheme Name

Kotak Focused Fund- Regular plan _ Growth Option

Canara Robeco Focused Fund - Regular Plan - Growth Option

Others 3.29 3.63
Energy 3.81 5.64
Technology 9.54 4.6
Industrials 20.15 12.36
Financial Services 27.73 30.43
Healthcare 5.65 11.96
Consumer Defensive 2.02 2.58
Consumer Cyclical 16.36 18.55
Communication Services 5.75 5.93
Basic Materials 2.74 2.51
Utilities 2.96 -
Real Estate - 1.82

Top Comparisons

Nippon India Large Cap Fund- Growth Plan Bonus Option Nippon India Large Cap Fund- Growth Plan Bonus Option

3Y Returns%

VS

Edelweiss Large Cap Fund - Regular Plan - Growth Option Edelweiss Large Cap Fund - Regular Plan - Growth Option

3Y Returns15.56%

Compare Now

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

3Y Returns12.72%

VS

Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

3Y Returns7.39%

Compare Now

ICICI Prudential Savings Fund - Growth ICICI Prudential Savings Fund - Growth

3Y Returns7.72%

VS

SBI Low Duration Fund - Regular Plan - Growth SBI Low Duration Fund - Regular Plan - Growth

3Y Returns6.97%

Compare Now

Tata Overnight Fund-Regular Plan-Growth Tata Overnight Fund-Regular Plan-Growth

3Y Returns6.29%

VS

Sundaram Overnight Fund Regular Plan - Growth Sundaram Overnight Fund Regular Plan - Growth

3Y Returns6.29%

Compare Now
Add to Cart Successfully