Kotak Focused Equity Fund vs HDFC Focused 30 Fund compare

Kotak Focused Equity Fund vs HDFC Focused 30 Fund compare

Link copied to clipboard!

Kotak Focused Fund- Regular plan _ Growth Option

Invest Now

HDFC Focused Fund - GROWTH PLAN

Invest Now

Chart Comparison

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

Overview

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	HDFC Focused Fund - GROWTH PLAN
Fund	Kotak Focused Fund- Regular plan _ Growth Option	HDFC Focused Fund - GROWTH PLAN
Investment Plan	Growth	Growth
Level of Risk	Average	Average
Asset Size (Cr)	₹3697 Cr	₹23533 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	16 Jul 2019	17 Sep 2004
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	21.79%	24.96%
Expense Ratio	1.9	1.67
Manager	Arjun Khanna	Dhruv Muchhal
ISIN Code	INF174KA1EK3	INF179K01574
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	HDFC Focused 30 Fund - 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	HDFC Focused Fund - GROWTH PLAN
1 Month	-0.25%	-0.02%
6 Month	13.3%	8.84%
1 Year	8.72%	8.28%
3 Year	15.93%	21.38%
5 Year	18.5%	27.08%

SIP Return Analysis

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	HDFC Focused Fund - GROWTH PLAN
6 Month	3.47%	2.58%
1 Year	18.24%	14.64%
3 Year	15.91%	19.49%
5 Year	15.06%	21.61%

Rolling Lumpsum Returns

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	HDFC Focused Fund - GROWTH PLAN
1 Year	12.64%	14.99%
3 Year	17.03%	13.28%
5 Year	19.88%	12.33%

Risk Management

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	HDFC Focused Fund - GROWTH PLAN
Standard Deviation	12.07%	9.78%
Sharp	0.76%	1.40%
Beta	0.90%	0.72%
Alpha	0.68%	6.95%

Fund Managers

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	HDFC Focused Fund - GROWTH PLAN
Name	Arjun Khanna	Dhruv Muchhal
Total AUM	₹169639 Cr	₹520687 Cr
Funds Managed	24	40
	Kotak Focused Fund- Regular plan _ Growth Option	HDFC Focused Fund - GROWTH PLAN

Market Cap

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	HDFC Focused Fund - GROWTH PLAN
Others	5.87	14.42
Large Cap	72.8	69.31
Mid Cap	19.29	3.2
Small Cap	2.04	13.07

Sector Allocation

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	HDFC Focused Fund - GROWTH PLAN
Others	2.25	11.95
Energy	3.54	-
Technology	9.09	4.24
Industrials	20.77	4.66
Financial Services	26.71	38.99
Healthcare	5.26	7.5
Consumer Defensive	2.19	-
Utilities	4.62	2.26
Consumer Cyclical	17.02	22.88
Communication Services	5.48	2.39
Basic Materials	3.07	2.65
Real Estate	-	2.47

Top Comparisons

Nippon India Power & Infra Fund-Growth Plan -Growth Option

3Y Returns26.62%

VS

Quant Infrastructure Fund - Growth Option

3Y Returns16.96%

Compare Now

Mirae Asset Great Consumer Fund - Regular Plan - Growth option

3Y Returns16.89%

VS

UTI India Consumer Fund - Regular Plan - Growth Option

3Y Returns13.76%

Compare Now

Tata Silver ETF Fund of Fund - Regular (G)

3Y Returns0%

VS

Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth

3Y Returns38.83%

Compare Now

Franklin Templeton European Opportunities Fund - Growth

3Y Returns%

VS

Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth

3Y Returns36.09%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully