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Canara Robeco Focused Equity 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 Canara Robeco 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 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) ₹3697 Cr ₹2749 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 3.45% 2.9%
6 Month 12.3% 10.4%
1 Year 9.38% 7.8%
3 Year 16.01% 17.2%
5 Year 20.19% -

SIP Return Analysis

Scheme Name Kotak Focused Fund- Regular plan _ Growth Option Canara Robeco Focused Fund - Regular Plan - Growth Option
6 Month 5.58% 3.23%
1 Year 21.78% 16.07%
3 Year 17.64% 18.18%
5 Year 16.29% -

Rolling Lumpsum Returns

Scheme Name Kotak Focused Fund- Regular plan _ Growth Option Canara Robeco Focused Fund - Regular Plan - Growth Option
1 Year 14.05% 13.05%
3 Year 17.12% 17.75%
5 Year 19.9% -

Risk Management

Scheme Name Kotak Focused Fund- Regular plan _ Growth Option Canara Robeco Focused Fund - Regular Plan - Growth Option
Standard Deviation 12.08% 12.22%
Sharp 0.76% 0.86%
Beta 0.90% 0.89%
Alpha 0.77% 2.13%

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 5.87 13.29
Large Cap 72.8 70.96
Mid Cap 19.29 14.21
Small Cap 2.04 1.54

Sector Allocation

Scheme Name

Kotak Focused Fund- Regular plan _ Growth Option

Canara Robeco Focused Fund - Regular Plan - Growth Option

Others 2.25 5.41
Energy 3.54 4.61
Technology 9.09 4.62
Industrials 20.77 13.33
Financial Services 26.71 27.4
Healthcare 5.26 13.06
Consumer Defensive 2.19 4.82
Utilities 4.62 -
Consumer Cyclical 17.02 17.58
Communication Services 5.48 4.91
Basic Materials 3.07 4.25

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