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Kotak Focused Equity Fund vs INVESCO INDIA FOCUSED FUND compare
Kotak Focused Fund- Regular plan _ Growth Option
INVESCO INDIA FOCUSED FUND - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Fund | Kotak Focused Fund- Regular plan _ Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹3869 Cr | ₹7448 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 Fund- Regular plan _ Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 1 Month | 1.26% | -2.57% |
| 6 Month | 8.82% | -3.47% |
| 1 Year | 6.82% | -6.55% |
| 3 Year | 15.79% | 20.39% |
| 5 Year | 17.57% | 19.76% |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 6 Month | 4.65% | -3.09% |
| 1 Year | 22.05% | 0.42% |
| 3 Year | 16.67% | 17.55% |
| 5 Year | 15.5% | 17.55% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 1 Year | 12.62% | 14.83% |
| 3 Year | 16.98% | 21.96% |
| 5 Year | 19.81% | 22.52% |
Risk Management
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Standard Deviation | 12.07% | 14.74% |
| Sharp | 0.76% | 1.01% |
| Beta | 0.90% | 0.98% |
| Alpha | 0.68% | 5.66% |
Fund Managers
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Name | Arjun Khanna | Hiten Jain |
| Total AUM | ₹169639 Cr | ₹4078 Cr |
| Funds Managed | 24 | 4 |
| Kotak Focused Fund- Regular plan _ Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
Market Cap
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Others | 8.05 | 9.95 |
| Large Cap | 71.07 | 58.49 |
| Mid Cap | 19.36 | 17.47 |
| Small Cap | 1.52 | 14.1 |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Others | 3.84 | 6.14 |
| Energy | 3.68 | - |
| Technology | 9.23 | 9.76 |
| Industrials | 20.66 | 30.25 |
| Financial Services | 27.12 | 23.44 |
| Healthcare | 5.52 | 9.73 |
| Consumer Defensive | 2.01 | 3.55 |
| Utilities | 3.11 | - |
| Consumer Cyclical | 16.21 | 14.14 |
| Communication Services | 5.73 | - |
| Basic Materials | 2.87 | 2.99 |
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