Kotak Focused Equity Fund vs Canara Robeco Focused Equity Fund compare

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Kotak Focused Fund- Regular plan _ Growth Option

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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)	₹3942 Cr	₹2890 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

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Canara Robeco Focused Fund - Regular Plan - Growth Option
1 Month	-1.21%	-1.99%
6 Month	6.9%	3%
1 Year	7.5%	2.22%
3 Year	16%	16.54%
5 Year	16.77%	-

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Canara Robeco Focused Fund - Regular Plan - Growth Option
6 Month	3.29%	1.4%
1 Year	21.06%	14.14%
3 Year	16.32%	15.95%
5 Year	15.23%	-

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Canara Robeco Focused Fund - Regular Plan - Growth Option
1 Year	12.62%	13.05%
3 Year	16.98%	17.75%
5 Year	19.81%	-

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Canara Robeco Focused Fund - Regular Plan - Growth Option
Standard Deviation	12.07%	12.17%
Sharp	0.76%	0.81%
Beta	0.90%	0.89%
Alpha	1.37%	2.12%

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

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Canara Robeco Focused Fund - Regular Plan - Growth Option
Others	8.47	12.09
Large Cap	71.31	71.59
Mid Cap	18.85	14.4
Small Cap	1.38	1.91

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Canara Robeco Focused Fund - Regular Plan - Growth Option
Others	3.29	5.19
Energy	3.81	5.59
Technology	9.54	4.54
Industrials	20.15	12.63
Financial Services	27.73	30.18
Healthcare	5.65	12.06
Consumer Defensive	2.02	2.52
Consumer Cyclical	16.36	17.26
Communication Services	5.75	5.67
Basic Materials	2.74	2.45
Utilities	2.96	-
Real Estate	-	1.91