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Kotak Focused Equity Fund vs HDFC Focused 30 Fund compare
Kotak Focused Fund- Regular plan _ Growth Option
HDFC Focused Fund - GROWTH PLAN
Chart Comparison
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) | ₹3659 Cr | ₹21456 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 | 1.97% | 1.64% |
| 6 Month | 14.2% | 12.05% |
| 1 Year | 3.12% | 9.98% |
| 3 Year | 15.75% | 22.83% |
| 5 Year | 19.83% | 27.44% |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| 6 Month | 5.88% | 3.46% |
| 1 Year | 10.37% | 9.68% |
| 3 Year | 15.53% | 20.39% |
| 5 Year | 15.31% | 22.9% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| 1 Year | 14.9% | 15.45% |
| 3 Year | 17.25% | 12.91% |
| 5 Year | 19.96% | 12.12% |
Risk Management
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| Standard Deviation | 12.25% | 10.15% |
| Sharp | 0.76% | 1.51% |
| Beta | 0.89% | 0.73% |
| Alpha | 0.37% | 7.98% |
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 | 4.66 | 14.69 |
| Large Cap | 74.77 | 68.25 |
| Mid Cap | 18.2 | 3.25 |
| Small Cap | 2.37 | 13.81 |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| Others | 1.12 | 11.94 |
| Energy | 3.64 | - |
| Technology | 9.59 | 4.1 |
| Industrials | 20.28 | 4.51 |
| Financial Services | 27.19 | 39.52 |
| Healthcare | 7.08 | 8.01 |
| Consumer Defensive | 2.39 | - |
| Utilities | 5.57 | 0.58 |
| Consumer Cyclical | 14.39 | 23.11 |
| Communication Services | 5.65 | 2.68 |
| Basic Materials | 3.11 | 2.8 |
| Real Estate | - | 2.76 |
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