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DSP Focus Fund vs Kotak Focused Equity Fund compare

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tortoise-icon Kotak Focused Equity 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 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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