DSP Focus Fund vs Kotak Focused Equity Fund compare
Kotak Focused Fund- Regular plan _ Growth Option
DSP Focused Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Focused Fund- Regular plan _ Growth Option | DSP Focused Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Average |
Asset Size (Cr) | ₹3536 Cr | ₹2576 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 16 Jul 2019 | 10 Jun 2010 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 21.79% | 31% |
Expense Ratio | 1.9 | 2.04 |
Manager | Arjun Khanna | Vinit Sambre |
ISIN Code | INF174KA1EK3 | INF740K01532 |
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 | DSP Focus Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
1 Month | 2.52% | 1.12% |
6 Month | 7.01% | 4.26% |
1 Year | 3.47% | 5.09% |
3 Year | 19.25% | 21.72% |
5 Year | 20.85% | 19.77% |
SIP Return Analysis
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 10.72% | 8.03% |
1 Year | 14.06% | 10.62% |
3 Year | 17.56% | 19.91% |
5 Year | 16.83% | 17.53% |
Rolling Lumpsum Returns
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 16.08% | 10.41% |
3 Year | 17.15% | 13.08% |
5 Year | 19.33% | 12.62% |
Risk Management
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.95% | 14.04% |
Sharp | 0.99% | 1.17% |
Beta | 0.90% | 0.94% |
Alpha | 0.05% | 2.25% |
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Fund Managers
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Name | Arjun Khanna | Vinit Sambre |
Total AUM | ₹169639 Cr | ₹31142 Cr |
Funds Managed | 24 | 3 |
Kotak Focused Fund- Regular plan _ Growth Option | DSP Focused Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 4.67 | 11.54 |
Large Cap | 76.24 | 55.82 |
Mid Cap | 16.66 | 13.29 |
Small Cap | 2.44 | 19.35 |
Sector Allocation
Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 1.09 | 6.33 |
Energy | 4.09 | 3.56 |
Technology | 10.27 | 12.51 |
Industrials | 19.27 | 5.53 |
Financial Services | 28.54 | 35.12 |
Healthcare | 6.34 | 9.4 |
Consumer Defensive | 2.42 | 2.31 |
Utilities | 5.92 | 2.04 |
Consumer Cyclical | 13.44 | 6.96 |
Communication Services | 5.66 | 3.15 |
Basic Materials | 2.95 | 9.75 |
Real Estate | - | 3.33 |
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