INVESCO INDIA FOCUSED FUND vs Kotak Focused Equity Fund compare

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Kotak Focused Fund- Regular plan _ Growth Option

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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 Fund- Regular plan _ Growth Option	INVESCO INDIA FOCUSED FUND - Growth
Fund	Kotak Focused Fund- Regular plan _ Growth Option	INVESCO INDIA FOCUSED FUND - Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹3707 Cr	₹4153 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

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	INVESCO INDIA FOCUSED FUND - Growth
1 Month	-1.6%	-1.04%
6 Month	10.57%	10.76%
1 Year	0.24%	6.08%
3 Year	16.15%	24.95%
5 Year	19.83%	-

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	INVESCO INDIA FOCUSED FUND - Growth
6 Month	6.38%	6.88%
1 Year	9.07%	9.03%
3 Year	16.15%	26.95%
5 Year	15.97%	-

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	INVESCO INDIA FOCUSED FUND - Growth
1 Year	16.08%	18.19%
3 Year	17.15%	20.8%
5 Year	19.33%	-

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	INVESCO INDIA FOCUSED FUND - Growth
Standard Deviation	12.95%	15.05%
Sharp	0.99%	1.34%
Beta	0.90%	0.95%
Alpha	0.05%	6.66%

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Scheme Name	Kotak Focused 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 Fund- Regular plan _ Growth Option	INVESCO INDIA FOCUSED FUND - Growth

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	INVESCO INDIA FOCUSED FUND - Growth
Others	5.27	3.39
Large Cap	75	61.04
Mid Cap	17.08	21.85
Small Cap	2.66	13.72

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	INVESCO INDIA FOCUSED FUND - Growth
Others	1.36	3.39
Energy	3.88	-
Technology	10.33	13.92
Industrials	19.8	31.36
Financial Services	27.76	21.27
Healthcare	6.79	9.07
Consumer Defensive	2.21	3.44
Utilities	5.67	-
Consumer Cyclical	13.33	13.39
Communication Services	5.85	-
Basic Materials	3.03	4.16