Compare Mutual Funds

Get an in-depth mutual fund comparison based on their performance, size, risk and many other factors to find the right fund for your investment goals, risk levels, horizon and wealth objectives.
Compare Up to 4 FundsFree Analysis
Kotak Focused Fund- Regular plan _ Growth Option
Focusedmedium Risk

Fund Performance Track

Analyze fund performance trends and market comparisons over time.

Add Benchmarks

Loading Chart Animation

Complete Fund Review

Full comparison of risk metrics, volatility and portfolio composition for optimal fund choice.

Download in
METRICS
Kotak Focused Fund- Regular plan _ Growth Option

Basic Overview

Current NAV
₹ 26.08
Benchmark
NIFTY 500 TRI
Fund Size (AUM)
₹4014 Cr
Expense Ratio
2%
Launch Date
16 Jul 2019
Fund Managers
Arjun Khanna
Turnover
22%

SIP Returns

1 Year Return
-0%
3 Year Return
10%
5 Year Return
12%
Since Inception
19%

Trailing Returns

1 Month Return
5%
3 Month Return
-2%
1 Year Return
15%
3 Year Return
17%
5 Year Return
14%

Rolling Returns

1 Year Return
00
3 Year Return
00
5 Year Return
00

Risk Metrics (Standard)

Alpha
1.37
Beta
0.93
Sharpe Ratio
0.56
Standard Deviation
13.85

Investment & Taxes

Min SIP Amount
₹ 100
Min Lumpsum
₹ 100
Exit 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
Lock In
No Lock-in

Asset Allocation

Equity
95.89%
Others
4.11%

Portfolio Market Cap

Portfolio Sectors

Advanced Investor Insights

Go deeper than returns, see how these funds hold up in market crashes, downturns and challenging economic times.

insight icons
Defense ScoreAbility to resist market falls
Kotak Focused Fund- Regular plan _ Growth Option3 /100
Outstanding protection during market downturns.
insight icons
Worst CaseMax loss in a single year (Since Inception)
insight icons
Recovery SpeedHow fast it bounces back
Lock Image
Unlock Risk Analysis

See the most challenging moments of the mutual funds during major market crashes to do an informed risk assessment for your investments.

Annual Performance History

Track mutual fund yearly performance, benchmark comparisons and peer rankings to spot consistency for smart investment choices.

Little Investments, Big Wins

Slide to see how monthly investments grow big with top funds, unlock the power of compounding for your financial future.

MONTHLY INVESTMENT
₹ 50k
TENURE
5
Projected Wealth
Investment Amount : ₹ 50,000
Tenure : 5 Yrs.

Login to see premium fund details

( Fund Age - 1Y 1M )
₹00%

Premium Fund Performance Hidden

( Fund Age - 1Y 1M )
₹00%

Unlock to view SIP projections

( Fund Age - 1Y 1M )
₹00%

Unlock to view SIP projections

( Fund Age - 1Y 1M )
₹00%
Note: SIP value calculations are based on historical NAV data of funds.
Lock Image
See Your Future Wealth

Unlock to compare the final corpus and find the winning fund.

Trending Mutual Fund Comparisons

See most competing funds side-by-side, popular picks for SIPs, retirement and growth goals.

Fund Logo

Kotak Corporate Bond Fund- Regular Plan-Growth Option

3Y Returns : 7.29% (p.a.)

vs
Fund Logo

Axis Corporate Bond Fund - Regular Plan Growth

3Y Returns : 7.23% (p.a.)

Fund Logo

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

3Y Returns : 6.94% (p.a.)

vs
Fund Logo

Axis Banking & PSU Debt Fund - Regular Plan - Growth option

3Y Returns : 6.86% (p.a.)

Fund Logo

SBI Medium to Long Duration Fund-Regular Plan-Growth

3Y Returns : 6.52% (p.a.)

vs
Fund Logo

Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option

3Y Returns : 6% (p.a.)

Still Confused?

We’ll analyze your risk profile and 30+ other factors to recommend the best fund for you.

TALK TO OUR EXPERTS

Personalised for your portfolio