HDFC Focused 30 Fund vs Kotak Focused Equity Fund compare

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)	₹3942 Cr	₹26230 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	-0.28%	-1.26%
6 Month	6.09%	2.68%
1 Year	12.66%	10.43%
3 Year	17.3%	21.17%
5 Year	17.25%	24.36%

SIP Return Analysis

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	HDFC Focused Fund - GROWTH PLAN
6 Month	4.43%	1.61%
1 Year	21.19%	11.99%
3 Year	16.61%	18.1%
5 Year	15.61%	20.82%

Rolling Lumpsum Returns

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	HDFC Focused Fund - GROWTH PLAN
1 Year	12.51%	14.87%
3 Year	16.94%	13.34%
5 Year	19.76%	12.39%

Risk Management

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	HDFC Focused Fund - GROWTH PLAN
Standard Deviation	12.07%	9.72%
Sharp	0.76%	1.31%
Beta	0.90%	0.72%
Alpha	1.37%	6.50%

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	8.47	15.92
Large Cap	71.31	68.6
Mid Cap	18.85	3.78
Small Cap	1.38	11.69

Sector Allocation

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	HDFC Focused Fund - GROWTH PLAN
Others	3.29	14.07
Energy	3.81	-
Technology	9.54	4.61
Industrials	20.15	5.1
Financial Services	27.73	40.05
Healthcare	5.65	6.7
Consumer Defensive	2.02	-
Consumer Cyclical	16.36	20.38
Communication Services	5.75	2.4
Basic Materials	2.74	2.05
Utilities	2.96	2.78
Real Estate	-	1.86

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