DSP Focus Fund vs Kotak Focused Equity Fund compare

DSP Focus Fund vs Kotak Focused Equity Fund compare

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Kotak Focused Fund- Regular plan _ Growth Option

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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)	₹3697 Cr	₹2571 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	3.45%	2.52%
6 Month	12.3%	5.91%
1 Year	9.38%	3.49%
3 Year	16.01%	17%
5 Year	20.19%	18.31%

SIP Return Analysis

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	DSP Focused Fund - Regular Plan - Growth
6 Month	2.03%	-0.16%
1 Year	13.53%	5.26%
3 Year	14.69%	14.49%
5 Year	14.45%	14.16%

Rolling Lumpsum Returns

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	DSP Focused Fund - Regular Plan - Growth
1 Year	14.05%	9.86%
3 Year	17.12%	13.48%
5 Year	19.9%	12.95%

Risk Management

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	DSP Focused Fund - Regular Plan - Growth
Standard Deviation	12.07%	13.43%
Sharp	0.76%	0.76%
Beta	0.90%	0.92%
Alpha	0.68%	1.46%

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	5.87	20.98
Large Cap	72.8	49.12
Mid Cap	19.29	12.43
Small Cap	2.04	17.47

Sector Allocation

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	DSP Focused Fund - Regular Plan - Growth
Others	2.25	7.86
Energy	3.54	3.81
Technology	9.09	11.41
Industrials	20.77	6.11
Financial Services	26.71	39.94
Healthcare	5.26	8.28
Consumer Defensive	2.19	2
Utilities	4.62	1.9
Consumer Cyclical	17.02	6.39
Communication Services	5.48	3.2
Basic Materials	3.07	5.72
Real Estate	-	3.38

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