DSP Focus Fund vs Kotak Focused Equity Fund compare
Kotak Focused Equity Fund- Regular plan _ Growth Option
DSP Focused Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Focused Equity Fund- Regular plan _ Growth Option | DSP Focused Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹3349 Cr | ₹2393 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 | 2.03 |
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 Equity Fund- Regular plan _ Growth Option | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
1 Month | 3.07% | 1.93% |
6 Month | -1.61% | -0.82% |
1 Year | 3.58% | 7.92% |
3 Year | 19.06% | 22.81% |
5 Year | 21.93% | 21.38% |
SIP Return Analysis
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 8.13% | 7.07% |
1 Year | 6.35% | 7.18% |
3 Year | 15.82% | 19.63% |
5 Year | 15.83% | 17.31% |
Rolling Lumpsum Returns
Scheme Name | Kotak Focused Equity 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 Equity Fund- Regular plan _ Growth Option | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.295% | 14.04% |
Sharp | 0.368% | 0.9% |
Beta | 0.898% | 0.97% |
Alpha | -1.119% | 1.78% |
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Fund Managers
Scheme Name | Kotak Focused Equity 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 Equity Fund- Regular plan _ Growth Option | DSP Focused Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 4.22 | 10.57 |
Large Cap | 75.43 | 55.76 |
Mid Cap | 12.09 | 16.7 |
Small Cap | 8.26 | 16.97 |
Sector Allocation
Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 1.27 | 10.57 |
Energy | 3.85 | - |
Technology | 13.03 | - |
Industrials | 19.62 | - |
Financial Services | 24.56 | - |
Healthcare | 7.2 | - |
Consumer Cyclical | 13.45 | - |
Consumer Defensive | 2.32 | - |
Utilities | 6.27 | - |
Communication Services | 5.24 | - |
Basic Materials | 3.19 | - |
IT - Software | - | 9.16 |
Capital Markets | - | 1.23 |
Petroleum Products | - | 3.62 |
Non - Ferrous Metals | - | 1.57 |
Pharmaceuticals & Biotechnology | - | 6.92 |
Banks | - | 16.38 |
Finance | - | 14.03 |
Insurance | - | 3.53 |
Gas | - | 2.12 |
Industrial Products | - | 7.02 |
Automobiles | - | 2.19 |
Fertilizers & Agrochemicals | - | 3.4 |
Realty | - | 3.77 |
Leisure Services | - | 1.8 |
Consumer Durables | - | 2.62 |
Telecom - Services | - | 3.3 |
Healthcare Services | - | 2.38 |
Food Products | - | 2.46 |
Auto Components | - | 1.93 |
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