Kotak Focused Equity Fund vs HDFC Focused 30 Fund compare
Kotak Focused Equity Fund- Regular plan _ Growth Option
HDFC Focused 30 Fund - GROWTH PLAN
Chart Comparison
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | HDFC Focused 30 Fund - GROWTH PLAN |
---|---|---|
Fund | Kotak Focused Equity Fund- Regular plan _ Growth Option | HDFC Focused 30 Fund - GROWTH PLAN |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3505 Cr | ₹14968 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 | 1.88 | 1.68 |
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 |
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | HDFC Focused 30 Fund - GROWTH PLAN |
---|---|---|
1 Month | -1.22% | 0.21% |
6 Month | -6.77% | 0.43% |
1 Year | 10.06% | 18.5% |
3 Year | 10.95% | 21.91% |
5 Year | 15.46% | 22.57% |
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | HDFC Focused 30 Fund - GROWTH PLAN |
---|---|---|
6 Month | - | - |
1 Year | -1.15% | 8.51% |
3 Year | 14.75% | 23.69% |
5 Year | 16.48% | 26.1% |
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | HDFC Focused 30 Fund - GROWTH PLAN |
---|---|---|
1 Year | 18.28% | 16.01% |
3 Year | 17.37% | 12.6% |
5 Year | 18.3% | 11.81% |
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | HDFC Focused 30 Fund - GROWTH PLAN |
---|---|---|
Standard Deviation | 11.68% | 11.38% |
Sharp | 0.97% | 1.69% |
Beta | 0.89% | 0.77% |
Alpha | -0.21% | 9.33% |
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Get Free Experts GuidanceScheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | HDFC Focused 30 Fund - GROWTH PLAN |
---|---|---|
Name | Arjun Khanna | Dhruv Muchhal |
Total AUM | ₹169639 Cr | ₹520687 Cr |
Fund Manage | 24 | 40 |
Kotak Focused Equity Fund- Regular plan _ Growth Option | HDFC Focused 30 Fund - GROWTH PLAN |
Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
HDFC Focused 30 Fund - GROWTH PLAN |
---|---|---|
Others | 1.58 | 13.27 |
Large Cap | 80.41 | 66.47 |
Mid Cap | 11.56 | 3.51 |
Small Cap | 6.63 | 16.75 |
Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
HDFC Focused 30 Fund - GROWTH PLAN |
---|---|---|
Others | 1.58 | 13.27 |
Petroleum Products | 3.87 | - |
IT - Software | 11.77 | 4.63 |
Personal Products | 4.86 | - |
Construction | 2.73 | - |
Banks | 19.34 | 35.37 |
Pharmaceuticals & Biotechnology | 4.71 | 7.92 |
Healthcare Services | 3.03 | 4.36 |
Automobiles | 7.77 | 8.52 |
Industrial Products | 4.35 | - |
Gas | 2.85 | - |
Consumer Durables | 4.55 | 1.7 |
Aerospace & Defense | 3.37 | 0.57 |
Retailing | 6.51 | - |
Telecom - Services | 4.96 | 3.79 |
Cement & Cement Products | 2.94 | - |
Chemicals & Petrochemicals | 1.51 | - |
Finance | 3.86 | - |
Power | 4 | - |
Auto Components | 1.62 | 2.28 |
Realty | - | 4.2 |
Agricultural, Commercial & Construction Vehicles | - | 1.33 |
Leisure Services | - | 3.01 |
Ferrous Metals | - | 1.74 |
Electrical Equipment | - | 1.31 |
Insurance | - | 4.55 |
Beverages | - | 1.45 |
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