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Edelweiss Focused Fund vs Kotak Focused Equity Fund compare
Kotak Focused Fund- Regular plan _ Growth Option
Edelweiss Focused Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Focused Fund- Regular plan _ Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹3869 Cr | ₹1030 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 16 Jul 2019 | 01 Aug 2022 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 21.79% | 49% |
| Expense Ratio | 1.9 | 2.24 |
| Manager | Arjun Khanna | Trideep Bhattacharya |
| ISIN Code | INF174KA1EK3 | INF754K01OL0 |
| 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 | Edelweiss Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.15% | 0.34% |
| 6 Month | 9.99% | 4.31% |
| 1 Year | 8.75% | 1.25% |
| 3 Year | 15.78% | 16.28% |
| 5 Year | 17.86% | - |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.37% | 3.17% |
| 1 Year | 23.37% | 12.24% |
| 3 Year | 17.43% | 15.06% |
| 5 Year | 16.07% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.63% | 21.32% |
| 3 Year | 17.01% | 16.65% |
| 5 Year | 19.84% | - |
Risk Management
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.07% | 12.92% |
| Sharp | 0.76% | 0.77% |
| Beta | 0.90% | 0.94% |
| Alpha | 0.68% | 1.13% |
Fund Managers
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Name | Arjun Khanna | Trideep Bhattacharya |
| Total AUM | ₹169639 Cr | ₹0 Cr |
| Funds Managed | 24 | 9 |
| Kotak Focused Fund- Regular plan _ Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.05 | 13.78 |
| Large Cap | 71.07 | 61.19 |
| Mid Cap | 19.36 | 25.03 |
| Small Cap | 1.52 | - |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.84 | 1.49 |
| Energy | 3.68 | 6.19 |
| Technology | 9.23 | 11.73 |
| Industrials | 20.66 | 12.62 |
| Financial Services | 27.12 | 31.16 |
| Healthcare | 5.52 | 5.64 |
| Consumer Defensive | 2.01 | 4.02 |
| Utilities | 3.11 | 3.05 |
| Consumer Cyclical | 16.21 | 15.04 |
| Communication Services | 5.73 | - |
| Basic Materials | 2.87 | 7.55 |
| Real Estate | - | 1.5 |
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