Kotak Focused Equity Fund vs HDFC Focused 30 Fund compare

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Kotak Focused Equity 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 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

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%

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%

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%

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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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

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

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