Edelweiss Focused 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 Edelweiss 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 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) ₹3530 Cr ₹863 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 05 Jul 2019 26 Jul 2022
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 21.79% 49%
Expense Ratio 1.88 2.24
Manager Arjun Khanna Trideep Bhattacharya
ISIN Code INF174KA1EK3 INF754K01OL0
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days./365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Edelweiss Focused Fund - Regular Plan - Growth
1 Month 1.07% 3.32%
6 Month 20.62% 22.12%
1 Year 38.82% 44.02%
3 Year 17.56% -
5 Year 20.1% -

SIP Return Analysis

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Edelweiss Focused Fund - Regular Plan - Growth
6 Month - -
1 Year 16.78% 18.31%
3 Year 34.49% 32.01%
5 Year 66.61% 32.01%

Rolling Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Edelweiss Focused Fund - Regular Plan - Growth
1 Year 21.18% 25.58%
3 Year 50.95% 38.85%
5 Year 73.26% 38.85%

Risk Management

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Edelweiss Focused Fund - Regular Plan - Growth
Standard Deviation 11.68% 10.83%
Sharp 0.97% -
Beta 0.89% -
Alpha -0.21% -

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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
Fund Manage 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 1.33 7.35
Large Cap 81.84 77.53
Mid Cap 11.93 13.93
Small Cap 4.58 1.19

Sector Allocation

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

Edelweiss Focused Fund - Regular Plan - Growth

Others 1.33 2.37
Petroleum Products 4.19 -
IT - Software 9.65 -
Personal Products 5.27 -
Construction 3.11 8.14
Banks 18.39 -
Pharmaceuticals and Biotechnology 4.19 -
Healthcare Services 2.33 -
Industrial Products 4.07 -
Gas 3.29 -
Automobiles 8.66 -
Consumer Durables 4.86 -
Aerospace and Defense 3.99 -
Telecom - Services 3.36 -
Auto Components 5.47 -
Cement and Cement Products 3.02 -
Chemicals and Petrochemicals 1.51 -
Beverages 0.97 -
Finance 3.69 -
Power 4.72 -
Retailing 3.61 -
Energy - 8.29
Consumer Staples - 2.84
Financial - 25.52
Healthcare - 4.09
Capital Goods - 14.88
Automobile - 6.74
Materials - 4.22
Consumer Discretionary - 2.88
Technology - 8.99
Services - 8.94
Metals & Mining - 2.1

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