Kotak Focused Equity Fund vs INVESCO INDIA FOCUSED FUND compare
Kotak Focused Equity Fund- Regular plan _ Growth Option
INVESCO INDIA FOCUSED FUND - Growth
Chart Comparison
Overview
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Fund | Kotak Focused Equity Fund- Regular plan _ Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹3349 Cr | ₹3361 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 16 Jul 2019 | 29 Sep 2020 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | BSE 500 |
Turn Over | 21.79% | 84% |
Expense Ratio | 1.9 | 1.87 |
Manager | Arjun Khanna | Hiten Jain |
ISIN Code | INF174KA1EK3 | INF205KA1189 |
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 | Invesco India Focused 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 | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
1 Month | -2.28% | -5.83% |
6 Month | -8.6% | -5.05% |
1 Year | 7.4% | 15.35% |
3 Year | 11.77% | 18.39% |
5 Year | 14.78% | - |
SIP Return Analysis
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
6 Month | - | - |
1 Year | -8.06% | -4.93% |
3 Year | 12.03% | 23.21% |
5 Year | 14.94% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
1 Year | 18.28% | 20.31% |
3 Year | 17.37% | 21.04% |
5 Year | 18.3% | - |
Risk Management
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Standard Deviation | 11.68% | 14.15% |
Sharp | 0.97% | 1.12% |
Beta | 0.89% | 0.93% |
Alpha | -0.21% | 4.7% |
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Fund Managers
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Name | Arjun Khanna | Hiten Jain |
Total AUM | ₹169639 Cr | ₹4078 Cr |
Fund Manage | 24 | 4 |
Kotak Focused Equity Fund- Regular plan _ Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
Market Cap
Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Others | 1.58 | 6.65 |
Large Cap | 80.41 | 51.13 |
Mid Cap | 11.56 | 27.53 |
Small Cap | 6.63 | 14.69 |
Sector Allocation
Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Others | 1.58 | 6.65 |
Petroleum Products | 3.87 | - |
IT - Software | 11.77 | 8.61 |
Personal Products | 4.86 | - |
Construction | 2.73 | 4.89 |
Banks | 19.34 | 17.9 |
Pharmaceuticals & Biotechnology | 4.71 | 7.45 |
Healthcare Services | 3.03 | 3.55 |
Automobiles | 7.77 | - |
Industrial Products | 4.35 | - |
Gas | 2.85 | - |
Consumer Durables | 4.55 | 11.36 |
Aerospace & Defense | 3.37 | 2.68 |
Retailing | 6.51 | 10.63 |
Telecom - Services | 4.96 | - |
Cement & Cement Products | 2.94 | - |
Chemicals & Petrochemicals | 1.51 | - |
Finance | 3.86 | - |
Power | 4 | - |
Auto Components | 1.62 | - |
Electrical Equipment | - | 9.4 |
Paper, Forest & Jute Products | - | 4 |
Beverages | - | 5.24 |
Agricultural, Commercial & Construction Vehicles | - | 3.31 |
Transport Services | - | 4.33 |
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