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Kotak Focused Equity Fund vs DSP Focus Fund compare

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

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tortoise-icon DSP Focused Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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