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) | ₹3636 Cr | ₹2595 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% | 4% |
6 Month | 18.26% | 12.6% |
1 Year | 0.35% | -2.21% |
3 Year | 14.82% | 16.41% |
5 Year | 19.69% | 18.3% |
SIP Return Analysis
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 5.8% | 2.68% |
1 Year | 16.21% | 8.79% |
3 Year | 16.41% | 17.21% |
5 Year | 15.58% | 15.72% |
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 | 12.23% | 14.04% |
Sharp | 0.66% | 0.74% |
Beta | 0.89% | 0.91% |
Alpha | 1.02% | 1.5% |
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 | 4.66 | 20.95 |
Large Cap | 74.77 | 46.86 |
Mid Cap | 18.2 | 13.55 |
Small Cap | 2.37 | 18.64 |
Sector Allocation
Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 1.12 | 8.13 |
Energy | 3.64 | 3.66 |
Technology | 9.59 | 12.42 |
Industrials | 20.28 | 5.82 |
Financial Services | 27.19 | 35.46 |
Healthcare | 7.08 | 9.2 |
Consumer Defensive | 2.39 | 2.38 |
Utilities | 5.57 | 1.9 |
Consumer Cyclical | 14.39 | 6.95 |
Communication Services | 5.65 | 3.23 |
Basic Materials | 3.11 | 7.67 |
Real Estate | - | 3.2 |
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