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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) | ₹3659 Cr | ₹962 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 | 1.97% | -0.01% |
| 6 Month | 14.2% | 9.13% |
| 1 Year | 3.12% | -0.04% |
| 3 Year | 15.75% | 17.14% |
| 5 Year | 19.83% | - |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.88% | 2.25% |
| 1 Year | 10.37% | 1.4% |
| 3 Year | 15.53% | 14.83% |
| 5 Year | 15.31% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.9% | 26.4% |
| 3 Year | 17.25% | 17.39% |
| 5 Year | 19.96% | - |
Risk Management
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.25% | - |
| Sharp | 0.76% | - |
| Beta | 0.89% | - |
| Alpha | 0.37% | - |
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 | 4.66 | 8.53 |
| Large Cap | 74.77 | 69.45 |
| Mid Cap | 18.2 | 22.02 |
| Small Cap | 2.37 | - |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.12 | 2.02 |
| Energy | 3.64 | 6.19 |
| Technology | 9.59 | 11.66 |
| Industrials | 20.28 | 11.59 |
| Financial Services | 27.19 | 33.7 |
| Healthcare | 7.08 | 4.09 |
| Consumer Defensive | 2.39 | 4.24 |
| Utilities | 5.57 | 3.24 |
| Consumer Cyclical | 14.39 | 14.9 |
| Communication Services | 5.65 | - |
| Basic Materials | 3.11 | 6.74 |
| Real Estate | - | 1.62 |
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