Edelweiss Focused Fund vs Kotak Focused Equity Fund compare

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Kotak Focused Fund- Regular plan _ Growth Option

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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 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)	₹3636 Cr	₹958 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

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Edelweiss Focused Fund - Regular Plan - Growth
1 Month	2.35%	0.52%
6 Month	14.47%	8%
1 Year	6.22%	-0.08%
3 Year	17.71%	18.29%
5 Year	20.02%	-

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Edelweiss Focused Fund - Regular Plan - Growth
6 Month	5.96%	2.01%
1 Year	22.39%	9.72%
3 Year	17.78%	15.51%
5 Year	16.33%	-

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Edelweiss Focused Fund - Regular Plan - Growth
1 Year	14.05%	21.32%
3 Year	17.12%	16.65%
5 Year	19.9%	-

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Edelweiss Focused Fund - Regular Plan - Growth
Standard Deviation	12.08%	12.96%
Sharp	0.76%	0.78%
Beta	0.90%	0.94%
Alpha	0.77%	1.30%

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

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Edelweiss Focused Fund - Regular Plan - Growth
Others	5.87	13.43
Large Cap	72.8	60.59
Mid Cap	19.29	25.97
Small Cap	2.04	-

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Edelweiss Focused Fund - Regular Plan - Growth
Others	2.25	3.33
Energy	3.54	5.91
Technology	9.09	10.23
Industrials	20.77	12.42
Financial Services	26.71	30.98
Healthcare	5.26	5.84
Consumer Defensive	2.19	4.06
Utilities	4.62	3.21
Consumer Cyclical	17.02	15.33
Communication Services	5.48	-
Basic Materials	3.07	7.22
Real Estate	-	1.48