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Kotak Focused Equity Fund vs HDFC Focused 30 Fund compare

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tortoise-icon Kotak Focused Equity Fund- Regular plan _ Growth Option

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tortoise-icon 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 Equity Fund- Regular plan _ Growth Option HDFC Focused Fund - GROWTH PLAN
Fund Kotak Focused Equity Fund- Regular plan _ Growth Option HDFC Focused Fund - GROWTH PLAN
Investment Plan Growth Growth
Level of Risk Very High Average
Asset Size (Cr) ₹3536 Cr ₹19578 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 Equity Fund- Regular plan _ Growth Option HDFC Focused Fund - GROWTH PLAN
1 Month 2.07% 0.37%
6 Month 4.04% 5.75%
1 Year 4.21% 9.74%
3 Year 19.84% 27.44%
5 Year 21.12% 28.62%

SIP Return Analysis

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option HDFC Focused Fund - GROWTH PLAN
6 Month 7.51% 6.07%
1 Year 7.58% 11.31%
3 Year 16.52% 22.97%
5 Year 16.28% 24.88%

Rolling Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option HDFC Focused Fund - GROWTH PLAN
1 Year 16.08% 15.65%
3 Year 17.15% 12.76%
5 Year 19.33% 12.06%

Risk Management

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option HDFC Focused Fund - GROWTH PLAN
Standard Deviation 13.28% 11.27%
Sharp 0.74% 1.47%
Beta 0.90% 0.76%
Alpha -0.35% 7.99%

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Fund Managers

Scheme Name Kotak Focused Equity 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 Equity Fund- Regular plan _ Growth Option HDFC Focused Fund - GROWTH PLAN

Market Cap

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

HDFC Focused Fund - GROWTH PLAN

Others 4.22 16.06
Large Cap 75.43 66.22
Mid Cap 12.09 3.81
Small Cap 8.26 13.92

Sector Allocation

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

HDFC Focused Fund - GROWTH PLAN

Others 1.27 13.91
Energy 3.85 -
Technology 13.03 4.43
Industrials 19.62 3.31
Financial Services 24.56 39.06
Healthcare 7.2 10.65
Consumer Cyclical 13.45 20.08
Consumer Defensive 2.32 0
Utilities 6.27 -
Communication Services 5.24 3.65
Basic Materials 3.19 2.77
Real Estate - 2.12

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