INVESCO INDIA FOCUSED FUND vs Kotak Focused Equity Fund compare
Kotak Focused Equity Fund- Regular plan _ Growth Option
INVESCO INDIA FOCUSED FUND - Growth
Chart Comparison
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 | 3.19% | 3.35% |
6 Month | -4.26% | -4.14% |
1 Year | 9.06% | 13.82% |
3 Year | 13.35% | 21.45% |
5 Year | 22.26% | - |
SIP Return Analysis
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
6 Month | 0.53% | -1.57% |
1 Year | -4.37% | -3.23% |
3 Year | 13.93% | 25.37% |
5 Year | 15.27% | - |
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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