Kotak Focused Equity Fund vs Canara Robeco Focused Equity Fund compare
Kotak Focused Fund- Regular plan _ Growth Option
Canara Robeco Focused Fund - Regular Plan - Growth Option
Chart Comparison
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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