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) | ₹3707 Cr | ₹2628 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 | -2.38% | -2.41% |
6 Month | 8.08% | 5.97% |
1 Year | -1.53% | 0.5% |
3 Year | 15.38% | 17.41% |
5 Year | 19.72% | 18.68% |
SIP Return Analysis
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 6.38% | 4.58% |
1 Year | 9.07% | 7.62% |
3 Year | 16.15% | 19.13% |
5 Year | 15.97% | 17.1% |
Rolling Lumpsum Returns
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 14.9% | 10.15% |
3 Year | 17.25% | 13.28% |
5 Year | 19.96% | 12.78% |
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 | 5.27 | 20.43 |
Large Cap | 75 | 47.42 |
Mid Cap | 17.08 | 13.27 |
Small Cap | 2.66 | 18.88 |
Sector Allocation
Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 1.36 | 6.78 |
Energy | 3.88 | 3.64 |
Technology | 10.33 | 13.07 |
Industrials | 19.8 | 5.46 |
Financial Services | 27.76 | 34.68 |
Healthcare | 6.79 | 8.5 |
Consumer Defensive | 2.21 | 2.12 |
Utilities | 5.67 | 2.01 |
Consumer Cyclical | 13.33 | 7.05 |
Communication Services | 5.85 | 3.35 |
Basic Materials | 3.03 | 10.01 |
Real Estate | - | 3.32 |
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