HDFC Focused 30 Fund vs Kotak Focused Equity Fund compare

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Kotak Focused Fund- Regular plan _ Growth Option

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HDFC Focused Fund - GROWTH PLAN

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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	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

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	HDFC Focused Fund - GROWTH PLAN
1 Month	2.41%	1%
6 Month	14.97%	9.84%
1 Year	6.4%	8.94%
3 Year	17.44%	23.01%
5 Year	19.9%	29.19%

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	HDFC Focused Fund - GROWTH PLAN
6 Month	5.96%	3.98%
1 Year	22.39%	17.72%
3 Year	17.78%	21.34%
5 Year	16.33%	23.01%

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%

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	HDFC Focused Fund - GROWTH PLAN
Standard Deviation	12.08%	9.92%
Sharp	0.76%	1.44%
Beta	0.90%	0.73%
Alpha	0.77%	7.47%

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

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

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