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)	₹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

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	HDFC Focused Fund - GROWTH PLAN
1 Month	4.38%	3.06%
6 Month	5.52%	6.36%
1 Year	3.98%	9.12%
3 Year	20.1%	27.17%
5 Year	21.34%	28.93%

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	HDFC Focused Fund - GROWTH PLAN
6 Month	10.72%	8.32%
1 Year	14.06%	15.3%
3 Year	17.56%	23.16%
5 Year	16.83%	24.87%

Scheme Name	Kotak Focused 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%

Scheme Name	Kotak Focused 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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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

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	HDFC Focused Fund - GROWTH PLAN
Others	4.67	16.5
Large Cap	76.24	66.47
Mid Cap	16.66	3.37
Small Cap	2.44	13.66

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	HDFC Focused Fund - GROWTH PLAN
Others	1.09	13.69
Energy	4.09	-
Technology	10.27	3.86
Industrials	19.27	3.31
Financial Services	28.54	40.24
Healthcare	6.34	7.73
Consumer Defensive	2.42	-
Utilities	5.92	-
Consumer Cyclical	13.44	22.39
Communication Services	5.66	2.84
Basic Materials	2.95	3.13
Real Estate	-	2.81