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HDFC Focused 30 Fund vs Kotak Focused Equity Fund compare
Kotak Focused Fund- Regular plan _ Growth Option
HDFC Focused Fund - GROWTH PLAN
Chart Comparison
Overview
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| Fund | Kotak Focused Fund- Regular plan _ Growth Option | HDFC Focused Fund - GROWTH PLAN |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹3697 Cr | ₹23533 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 16 Jul 2019 | 17 Sep 2004 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 21.79% | 24.96% |
| Expense Ratio | 1.9 | 1.67 |
| Manager | Arjun Khanna | Dhruv Muchhal |
| ISIN Code | INF174KA1EK3 | INF179K01574 |
| 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 | HDFC Focused 30 Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| 1 Month | 2.77% | 1.78% |
| 6 Month | 12.21% | 7.63% |
| 1 Year | 9.71% | 10.2% |
| 3 Year | 15.93% | 21.64% |
| 5 Year | 19.7% | 28.76% |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| 6 Month | 5.82% | 4.22% |
| 1 Year | 21.65% | 17% |
| 3 Year | 17.26% | 20.6% |
| 5 Year | 15.93% | 22.34% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| 1 Year | 14.05% | 15.12% |
| 3 Year | 17.12% | 13.07% |
| 5 Year | 19.9% | 12.21% |
Risk Management
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| Standard Deviation | 12.07% | 9.78% |
| Sharp | 0.76% | 1.40% |
| Beta | 0.90% | 0.72% |
| Alpha | 0.68% | 6.95% |
Fund Managers
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| Name | Arjun Khanna | Dhruv Muchhal |
| Total AUM | ₹169639 Cr | ₹520687 Cr |
| Funds Managed | 24 | 40 |
| Kotak Focused Fund- Regular plan _ Growth Option | HDFC Focused Fund - GROWTH PLAN |
Market Cap
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| Others | 5.87 | 14.42 |
| Large Cap | 72.8 | 69.31 |
| Mid Cap | 19.29 | 3.2 |
| Small Cap | 2.04 | 13.07 |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| Others | 2.25 | 11.95 |
| Energy | 3.54 | - |
| Technology | 9.09 | 4.24 |
| Industrials | 20.77 | 4.66 |
| Financial Services | 26.71 | 38.99 |
| Healthcare | 5.26 | 7.5 |
| Consumer Defensive | 2.19 | - |
| Utilities | 4.62 | 2.26 |
| Consumer Cyclical | 17.02 | 22.88 |
| Communication Services | 5.48 | 2.39 |
| Basic Materials | 3.07 | 2.65 |
| Real Estate | - | 2.47 |
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