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Edelweiss Focused Fund vs Kotak Focused Equity Fund compare
Kotak Focused Equity Fund- Regular plan _ Growth Option
Edelweiss Focused Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Focused Equity Fund- Regular plan _ Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3349 Cr | ₹897 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 Equity Fund- Regular plan _ Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.84% | 3.01% |
| 6 Month | -3.28% | -3.36% |
| 1 Year | 6.56% | 9.08% |
| 3 Year | 13.78% | - |
| 5 Year | 21.08% | - |
SIP Return Analysis
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.3% | 0.53% |
| 1 Year | -4.39% | -3.5% |
| 3 Year | 14.05% | - |
| 5 Year | 15.32% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 18.28% | 33.15% |
| 3 Year | 17.37% | - |
| 5 Year | 18.3% | - |
Risk Management
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.295% | - |
| Sharp | 0.368% | - |
| Beta | 0.898% | - |
| Alpha | -1.119% | - |
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Fund Managers
| Scheme Name | Kotak Focused Equity 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 Equity Fund- Regular plan _ Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.22 | 6.4 |
| Large Cap | 75.43 | 67.43 |
| Mid Cap | 12.09 | 22.74 |
| Small Cap | 8.26 | 3.43 |
Sector Allocation
| Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.27 | 3.35 |
| Energy | 3.85 | 4.44 |
| Technology | 13.03 | 14.64 |
| Industrials | 19.62 | 14.09 |
| Financial Services | 24.56 | 30.14 |
| Healthcare | 7.2 | 4.37 |
| Consumer Cyclical | 13.45 | 16.75 |
| Consumer Defensive | 2.32 | 3.88 |
| Utilities | 6.27 | 2.71 |
| Communication Services | 5.24 | - |
| Basic Materials | 3.19 | 3.52 |
| Real Estate | - | 2.1 |
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