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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) | ₹3972 Cr | ₹4912 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 | -3.93% | -7.2% |
| 6 Month | 1.99% | -13.46% |
| 1 Year | 13.3% | -3.7% |
| 3 Year | 16.16% | 19.24% |
| 5 Year | 15.19% | 15.51% |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 6 Month | -1.15% | -10.19% |
| 1 Year | 8.73% | -16.85% |
| 3 Year | 13.13% | 9.43% |
| 5 Year | 13.7% | 13.37% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 1 Year | 12.61% | 14.31% |
| 3 Year | 17% | 21.77% |
| 5 Year | 19.71% | 20.95% |
Risk Management
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Standard Deviation | 11.83% | 14.86% |
| Sharp | 0.87% | 0.95% |
| Beta | 0.90% | 0.99% |
| Alpha | 1.63% | 4.63% |
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 | 10.01 | 24 |
| Large Cap | 70.67 | 53.05 |
| Mid Cap | 19.31 | 12.38 |
| Small Cap | - | 10.57 |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Others | 1.39 | 9.84 |
| Energy | 3.79 | - |
| Technology | 9.54 | 11.75 |
| Industrials | 20.21 | 27.43 |
| Financial Services | 29.76 | 26.35 |
| Healthcare | 5.71 | 5.13 |
| Consumer Defensive | 2.14 | 3.35 |
| Consumer Cyclical | 15.77 | 13.74 |
| Communication Services | 5.72 | - |
| Basic Materials | 3.01 | - |
| Utilities | 2.96 | - |
| Real Estate | - | 2.42 |
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