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DSP Focus 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 DSP Focused Fund - Regular Plan - Growth

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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 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) ₹3942 Cr ₹2707 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 -0.76% -0.02%
6 Month 7.1% 3.44%
1 Year 8.47% 4.54%
3 Year 15.99% 18.62%
5 Year 16.71% 15.29%

SIP Return Analysis

Scheme Name Kotak Focused Fund- Regular plan _ Growth Option DSP Focused Fund - Regular Plan - Growth
6 Month 3.29% 3.91%
1 Year 21.06% 15.66%
3 Year 16.32% 16.71%
5 Year 15.23% 15.54%

Rolling Lumpsum Returns

Scheme Name Kotak Focused Fund- Regular plan _ Growth Option DSP Focused Fund - Regular Plan - Growth
1 Year 12.51% 9.53%
3 Year 16.94% 13.77%
5 Year 19.76% 13.16%

Risk Management

Scheme Name Kotak Focused Fund- Regular plan _ Growth Option DSP Focused Fund - Regular Plan - Growth
Standard Deviation 12.07% 14.04%
Sharp 0.76% 0.89%
Beta 0.90% 0.94%
Alpha 1.37% 2.58%

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 8.47 18.45
Large Cap 71.31 52.73
Mid Cap 18.85 12.74
Small Cap 1.38 16.08

Sector Allocation

Scheme Name

Kotak Focused Fund- Regular plan _ Growth Option

DSP Focused Fund - Regular Plan - Growth

Others 3.29 7.36
Energy 3.81 3.82
Technology 9.54 11.76
Industrials 20.15 5.69
Financial Services 27.73 40.48
Healthcare 5.65 7.58
Consumer Defensive 2.02 2.48
Consumer Cyclical 16.36 5.64
Communication Services 5.75 4.32
Basic Materials 2.74 5.49
Utilities 2.96 1.8
Real Estate - 3.59

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