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INVESCO INDIA FOCUSED FUND vs Kotak Focused Equity Fund compare
Kotak Focused Fund- Regular plan _ Growth Option
INVESCO INDIA FOCUSED FUND - Growth
Chart Comparison
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) | ₹3942 Cr | ₹4801 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 Fund- Regular plan _ Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 1 Month | -0.76% | -4.11% |
| 6 Month | 7.1% | -5.2% |
| 1 Year | 8.47% | -9.33% |
| 3 Year | 15.99% | 20.57% |
| 5 Year | 16.71% | 18.48% |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 6 Month | 3.29% | -4.83% |
| 1 Year | 21.06% | -1.29% |
| 3 Year | 16.32% | 16.35% |
| 5 Year | 15.23% | 16.9% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 1 Year | 12.51% | 14.74% |
| 3 Year | 16.94% | 21.88% |
| 5 Year | 19.76% | 21.71% |
Risk Management
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Standard Deviation | 12.07% | 14.79% |
| Sharp | 0.76% | 0.97% |
| Beta | 0.90% | 0.99% |
| Alpha | 1.37% | 5.81% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Others | 8.47 | 17.07 |
| Large Cap | 71.31 | 54.13 |
| Mid Cap | 18.85 | 14.25 |
| Small Cap | 1.38 | 14.55 |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Others | 3.29 | 8.38 |
| Energy | 3.81 | - |
| Technology | 9.54 | 11.67 |
| Industrials | 20.15 | 29.43 |
| Financial Services | 27.73 | 25.38 |
| Healthcare | 5.65 | 5.54 |
| Consumer Defensive | 2.02 | 3.37 |
| Consumer Cyclical | 16.36 | 13.61 |
| Communication Services | 5.75 | - |
| Basic Materials | 2.74 | - |
| Utilities | 2.96 | - |
| Real Estate | - | 2.62 |
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