- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 0.58% | 0.28% |
| 6 Month | 14.25% | 9.17% |
| 1 Year | 9.47% | 8.72% |
| 3 Year | 15.96% | 21.11% |
| 5 Year | 18.66% | 26.86% |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| 6 Month | 3.47% | 2.58% |
| 1 Year | 18.24% | 14.64% |
| 3 Year | 15.91% | 19.49% |
| 5 Year | 15.06% | 21.61% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| 1 Year | 12.64% | 14.99% |
| 3 Year | 17.03% | 13.28% |
| 5 Year | 19.88% | 12.33% |
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 |
Top Comparisons
Canara Robeco Value Fund - Regular Plan - Growth Option
3Y Returns16.74%
Quant Value Fund Regular - Growth
3Y Returns21.19%
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
3Y Returns16.36%
Mirae Asset Diversified Equity Allocator Passive FOF - Regular Growth
3Y Returns15.31%
Kotak ELSS Tax Saver Fund-Scheme-Growth
3Y Returns14.98%
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns14.13%
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth
3Y Returns12.4%
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns17.16%
