Kotak Focused Equity Fund vs DSP Focus Fund compare
Kotak Focused Fund- Regular plan _ Growth Option
DSP Focused Fund - Regular Plan - Growth
Chart Comparison
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) | ₹3869 Cr | ₹2638 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 | 1.26% | 2.02% |
| 6 Month | 8.82% | 5.12% |
| 1 Year | 6.82% | 4.39% |
| 3 Year | 15.79% | 18.06% |
| 5 Year | 17.57% | 16.04% |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.65% | 4.33% |
| 1 Year | 22.05% | 15.66% |
| 3 Year | 16.67% | 16.94% |
| 5 Year | 15.5% | 15.67% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.62% | 9.63% |
| 3 Year | 16.98% | 13.75% |
| 5 Year | 19.81% | 13.13% |
Risk Management
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.07% | 14.04% |
| Sharp | 0.76% | 0.89% |
| Beta | 0.90% | 0.94% |
| Alpha | 1.37% | 2.58% |
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 | 8.05 | 18.71 |
| Large Cap | 71.07 | 52.43 |
| Mid Cap | 19.36 | 12.14 |
| Small Cap | 1.52 | 16.72 |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.84 | 7.61 |
| Energy | 3.68 | 3.9 |
| Technology | 9.23 | 11.39 |
| Industrials | 20.66 | 6.39 |
| Financial Services | 27.12 | 40.34 |
| Healthcare | 5.52 | 7.7 |
| Consumer Defensive | 2.01 | 2.07 |
| Utilities | 3.11 | 1.92 |
| Consumer Cyclical | 16.21 | 5.95 |
| Communication Services | 5.73 | 4.01 |
| Basic Materials | 2.87 | 5.16 |
| Real Estate | - | 3.57 |
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