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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) ₹3636 Cr ₹2718 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 2.95% 2.38%
6 Month 17.59% 16.67%
1 Year 0.17% 1.66%
3 Year 14.89% 16.8%
5 Year 20.07% -

SIP Return Analysis

Scheme Name Kotak Focused Fund- Regular plan _ Growth Option Canara Robeco Focused Fund - Regular Plan - Growth Option
6 Month 5.8% 5.09%
1 Year 16.21% 14.05%
3 Year 16.41% 18.07%
5 Year 15.58% -

Rolling Lumpsum Returns

Scheme Name Kotak Focused Fund- Regular plan _ Growth Option Canara Robeco Focused Fund - Regular Plan - Growth Option
1 Year 14.9% 13.54%
3 Year 17.25% 17.86%
5 Year 19.96% -

Risk Management

Scheme Name Kotak Focused Fund- Regular plan _ Growth Option Canara Robeco Focused Fund - Regular Plan - Growth Option
Standard Deviation 12.23% 12.31%
Sharp 0.66% 0.80%
Beta 0.89% 0.88%
Alpha 1.02% 2.96%

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 4.66 11.8
Large Cap 74.77 71.33
Mid Cap 18.2 15.13
Small Cap 2.37 1.74

Sector Allocation

Scheme Name

Kotak Focused Fund- Regular plan _ Growth Option

Canara Robeco Focused Fund - Regular Plan - Growth Option

Others 1.12 5.74
Energy 3.64 4.75
Technology 9.59 5.57
Industrials 20.28 12.51
Financial Services 27.19 26.51
Healthcare 7.08 13.64
Consumer Defensive 2.39 5.16
Utilities 5.57 -
Consumer Cyclical 14.39 17.85
Communication Services 5.65 3.8
Basic Materials 3.11 4.48

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