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INVESCO INDIA FOCUSED FUND vs Kotak Focused Equity Fund compare

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tortoise-icon Kotak Focused Equity Fund- Regular plan _ Growth Option

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tortoise-icon INVESCO INDIA FOCUSED FUND - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option INVESCO INDIA FOCUSED FUND - Growth
Fund Kotak Focused Equity Fund- Regular plan _ Growth Option INVESCO INDIA FOCUSED FUND - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3349 Cr ₹3361 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 16 Jul 2019 29 Sep 2020
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI BSE 500
Turn Over 21.79% 84%
Expense Ratio 1.9 1.87
Manager Arjun Khanna Hiten Jain
ISIN Code INF174KA1EK3 INF205KA1189
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 Invesco India Focused 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 Equity Fund- Regular plan _ Growth Option INVESCO INDIA FOCUSED FUND - Growth
1 Month 2.84% 2.66%
6 Month -3.28% -4.34%
1 Year 6.56% 9.85%
3 Year 13.78% 21.59%
5 Year 21.08% -

SIP Return Analysis

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option INVESCO INDIA FOCUSED FUND - Growth
6 Month 1.3% -0.05%
1 Year -4.39% -2.08%
3 Year 14.05% 25.76%
5 Year 15.32% -

Rolling Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option INVESCO INDIA FOCUSED FUND - Growth
1 Year 18.28% 20.31%
3 Year 17.37% 21.04%
5 Year 18.3% -

Risk Management

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option INVESCO INDIA FOCUSED FUND - Growth
Standard Deviation 13.295% 15.823%
Sharp 0.368% 0.731%
Beta 0.898% 0.973%
Alpha -1.119% 5.017%

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Fund Managers

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option INVESCO INDIA FOCUSED FUND - Growth
Name Arjun Khanna Hiten Jain
Total AUM ₹169639 Cr ₹4078 Cr
Funds Managed 24 4
Kotak Focused Equity Fund- Regular plan _ Growth Option INVESCO INDIA FOCUSED FUND - Growth

Market Cap

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

INVESCO INDIA FOCUSED FUND - Growth

Others 4.22 6.39
Large Cap 75.43 56.74
Mid Cap 12.09 22.77
Small Cap 8.26 14.1

Sector Allocation

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

INVESCO INDIA FOCUSED FUND - Growth

Others 1.27 6.39
Energy 3.85 -
Technology 13.03 13.99
Industrials 19.62 26.95
Financial Services 24.56 17.84
Healthcare 7.2 10.98
Consumer Cyclical 13.45 15.09
Consumer Defensive 2.32 4.89
Utilities 6.27 -
Communication Services 5.24 -
Basic Materials 3.19 3.86

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