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Kotak Focused Equity Fund vs Canara Robeco Focused Equity Fund compare

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

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tortoise-icon Canara Robeco Focused Fund - Regular Plan - Growth Option

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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 Canara Robeco Focused Fund - Regular Plan - Growth Option
Fund Kotak Focused Fund- Regular plan _ Growth Option Canara Robeco Focused Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Average Average
Asset Size (Cr) ₹3707 Cr ₹2743 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 16 Jul 2019 17 May 2021
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI BSE 500
Turn Over 21.79% 37%
Expense Ratio 1.9 1.96
Manager Arjun Khanna Shridatta Bhandwaldar
ISIN Code INF174KA1EK3 INF760K01JT0
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 Canara Robeco Focused Equity Fund - Regular Plan - 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 Canara Robeco Focused Fund - Regular Plan - Growth Option
1 Month -1.3% -1.38%
6 Month 10.63% 10.14%
1 Year 0.48% 6.73%
3 Year 16.25% 18.72%
5 Year 20.04% -

SIP Return Analysis

Scheme Name Kotak Focused Fund- Regular plan _ Growth Option Canara Robeco Focused Fund - Regular Plan - Growth Option
6 Month 6.38% 6.04%
1 Year 9.07% 9.88%
3 Year 16.15% 18.6%
5 Year 15.97% -

Rolling Lumpsum Returns

Scheme Name Kotak Focused Fund- Regular plan _ Growth Option Canara Robeco Focused Fund - Regular Plan - Growth Option
1 Year 16.08% 14.29%
3 Year 17.15% 17.31%
5 Year 19.33% -

Risk Management

Scheme Name Kotak Focused Fund- Regular plan _ Growth Option Canara Robeco Focused Fund - Regular Plan - Growth Option
Standard Deviation 12.95% 13.11%
Sharp 0.99% 1.16%
Beta 0.90% 0.90%
Alpha 0.05% 2.50%

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Fund Managers

Scheme Name Kotak Focused Fund- Regular plan _ Growth Option Canara Robeco Focused Fund - Regular Plan - Growth Option
Name Arjun Khanna Shridatta Bhandwaldar
Total AUM ₹169639 Cr ₹69491 Cr
Funds Managed 24 12
Kotak Focused Fund- Regular plan _ Growth Option Canara Robeco Focused Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak Focused Fund- Regular plan _ Growth Option

Canara Robeco Focused Fund - Regular Plan - Growth Option

Others 5.27 11.19
Large Cap 75 71.02
Mid Cap 17.08 15.67
Small Cap 2.66 2.12

Sector Allocation

Scheme Name

Kotak Focused Fund- Regular plan _ Growth Option

Canara Robeco Focused Fund - Regular Plan - Growth Option

Others 1.36 5.23
Energy 3.88 4.25
Technology 10.33 6.54
Industrials 19.8 11.81
Financial Services 27.76 28.14
Healthcare 6.79 11.84
Consumer Defensive 2.21 4.65
Utilities 5.67 0
Consumer Cyclical 13.33 18.42
Communication Services 5.85 4.32
Basic Materials 3.03 4.81

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