Kotak Focused Equity Fund vs DSP Focus Fund compare
Kotak Focused Equity Fund- Regular plan _ Growth Option
DSP Focused Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Focused Equity Fund- Regular plan _ Growth Option | DSP Focused Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹3349 Cr | ₹2393 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 16 Jul 2019 | 10 Jun 2010 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 21.79% | 31% |
Expense Ratio | 1.9 | 2.03 |
Manager | Arjun Khanna | Vinit Sambre |
ISIN Code | INF174KA1EK3 | INF740K01532 |
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 | DSP Focus Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
1 Month | 6.84% | 5.25% |
6 Month | 3.06% | 4.89% |
1 Year | 9.9% | 14.68% |
3 Year | 18.65% | 21.8% |
5 Year | 23.66% | 23.41% |
SIP Return Analysis
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 6.28% | 6.8% |
1 Year | 4.72% | 8.36% |
3 Year | 16.4% | 21.08% |
5 Year | 16.29% | 18.1% |
Rolling Lumpsum Returns
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 18.28% | 10.03% |
3 Year | 17.37% | 12.82% |
5 Year | 18.3% | 12.41% |
Risk Management
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.295% | 14.04% |
Sharp | 0.368% | 0.75% |
Beta | 0.898% | 0.96% |
Alpha | -1.119% | 2.29% |
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Fund Managers
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Name | Arjun Khanna | Vinit Sambre |
Total AUM | ₹169639 Cr | ₹31142 Cr |
Funds Managed | 24 | 3 |
Kotak Focused Equity Fund- Regular plan _ Growth Option | DSP Focused Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 4.22 | - |
Large Cap | 75.43 | - |
Mid Cap | 12.09 | - |
Small Cap | 8.26 | - |
Sector Allocation
Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 1.27 | - |
Energy | 3.85 | - |
Technology | 13.03 | - |
Industrials | 19.62 | - |
Financial Services | 24.56 | - |
Healthcare | 7.2 | - |
Consumer Cyclical | 13.45 | - |
Consumer Defensive | 2.32 | - |
Utilities | 6.27 | - |
Communication Services | 5.24 | - |
Basic Materials | 3.19 | - |
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