Kotak Focused Equity Fund vs HDFC Focused 30 Fund compare

Kotak Focused Equity Fund vs HDFC Focused 30 Fund compare

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Kotak Focused Fund- Regular plan _ Growth Option

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HDFC Focused Fund - GROWTH PLAN

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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	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)	₹3869 Cr	₹25140 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	-0.58%	-0.17%
6 Month	4.81%	3.89%
1 Year	4.76%	7.01%
3 Year	15.2%	20.06%
5 Year	16.83%	25.09%

SIP Return Analysis

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	HDFC Focused Fund - GROWTH PLAN
6 Month	4.65%	3.28%
1 Year	22.05%	16.64%
3 Year	16.67%	19.59%
5 Year	15.5%	21.53%

Rolling Lumpsum Returns

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	HDFC Focused Fund - GROWTH PLAN
1 Year	12.62%	14.91%
3 Year	16.98%	13.3%
5 Year	19.81%	12.35%

Risk Management

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	HDFC Focused Fund - GROWTH PLAN
Standard Deviation	12.07%	9.72%
Sharp	0.76%	1.31%
Beta	0.90%	0.72%
Alpha	1.37%	6.50%

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	8.05	14.67
Large Cap	71.07	69.27
Mid Cap	19.36	3.56
Small Cap	1.52	12.5

Sector Allocation

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	HDFC Focused Fund - GROWTH PLAN
Others	3.84	12.73
Energy	3.68	-
Technology	9.23	4.45
Industrials	20.66	4.92
Financial Services	27.12	39.92
Healthcare	5.52	7.07
Consumer Defensive	2.01	-
Utilities	3.11	2.75
Consumer Cyclical	16.21	21.45
Communication Services	5.73	2.45
Basic Materials	2.87	2.33
Real Estate	-	1.94

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