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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 | Very High |
| 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 | 3.07% | 2.2% |
| 6 Month | -1.61% | -5.46% |
| 1 Year | 3.58% | 10.41% |
| 3 Year | 19.06% | 27.29% |
| 5 Year | 21.93% | - |
SIP Return Analysis
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 6 Month | 8.13% | 7.74% |
| 1 Year | 6.35% | 6.97% |
| 3 Year | 15.82% | 26.99% |
| 5 Year | 15.83% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 1 Year | 16.08% | 18.19% |
| 3 Year | 17.15% | 20.8% |
| 5 Year | 19.33% | - |
Risk Management
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Standard Deviation | 13.295% | 15.823% |
| Sharp | 0.368% | 0.731% |
| Beta | 0.898% | 0.973% |
| Alpha | -1.119% | 5.017% |
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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 |
| Funds Managed | 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 | 4.22 | 6.39 |
| Large Cap | 75.43 | 56.74 |
| Mid Cap | 12.09 | 22.77 |
| Small Cap | 8.26 | 14.1 |
Sector Allocation
| Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Others | 1.27 | 6.39 |
| Energy | 3.85 | - |
| Technology | 13.03 | 13.99 |
| Industrials | 19.62 | 26.95 |
| Financial Services | 24.56 | 17.84 |
| Healthcare | 7.2 | 10.98 |
| Consumer Cyclical | 13.45 | 15.09 |
| Consumer Defensive | 2.32 | 4.89 |
| Utilities | 6.27 | - |
| Communication Services | 5.24 | - |
| Basic Materials | 3.19 | 3.86 |
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