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) | ₹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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