Canara Robeco Focused Equity Fund vs Kotak Focused Equity Fund compare
Kotak Focused Fund- Regular plan _ Growth Option
Canara Robeco Focused Fund - Regular Plan - Growth Option
Chart Comparison
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 |
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