Kotak Focused Equity Fund vs DSP Focus Fund compare

Kotak Focused Equity Fund vs DSP Focus Fund compare

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Kotak Focused Fund- Regular plan _ Growth Option

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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 Fund- Regular plan _ Growth Option	DSP Focused Fund - Regular Plan - Growth
Fund	Kotak Focused Fund- Regular plan _ Growth Option	DSP Focused Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Average
Asset Size (Cr)	₹3707 Cr	₹2628 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	2.04
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 Fund- Regular plan _ Growth Option	DSP Focused Fund - Regular Plan - Growth
1 Month	-0.06%	-4.17%
6 Month	12.93%	5.61%
1 Year	3.23%	0.57%
3 Year	15.22%	15.92%
5 Year	19.86%	17.87%

SIP Return Analysis

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	DSP Focused Fund - Regular Plan - Growth
6 Month	5.88%	-0.41%
1 Year	10.37%	-0.78%
3 Year	15.53%	15.14%
5 Year	15.31%	14.68%

Rolling Lumpsum Returns

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	DSP Focused Fund - Regular Plan - Growth
1 Year	14.9%	10.15%
3 Year	17.25%	13.28%
5 Year	19.96%	12.78%

Risk Management

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	DSP Focused Fund - Regular Plan - Growth
Standard Deviation	12.25%	14.04%
Sharp	0.76%	0.94%
Beta	0.89%	0.89%
Alpha	0.37%	2.32%

Fund Managers

Scheme Name	Kotak Focused 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 Fund- Regular plan _ Growth Option	DSP Focused Fund - Regular Plan - Growth

Market Cap

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	DSP Focused Fund - Regular Plan - Growth
Others	4.66	20.43
Large Cap	74.77	47.42
Mid Cap	18.2	13.27
Small Cap	2.37	18.88

Sector Allocation

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	DSP Focused Fund - Regular Plan - Growth
Others	1.12	6.78
Energy	3.64	3.64
Technology	9.59	13.07
Industrials	20.28	5.46
Financial Services	27.19	34.68
Healthcare	7.08	8.5
Consumer Defensive	2.39	2.12
Utilities	5.57	2.01
Consumer Cyclical	14.39	7.05
Communication Services	5.65	3.35
Basic Materials	3.11	10.01
Real Estate	-	3.32

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