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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) | ₹3659 Cr | ₹4199 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 | 1.97% | 0.6% |
| 6 Month | 14.2% | 13.47% |
| 1 Year | 3.12% | 5.16% |
| 3 Year | 15.75% | 23.93% |
| 5 Year | 19.83% | - |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 6 Month | 5.88% | 5.17% |
| 1 Year | 10.37% | 7.6% |
| 3 Year | 15.53% | 25.25% |
| 5 Year | 15.31% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 1 Year | 14.9% | 16.72% |
| 3 Year | 17.25% | 21.22% |
| 5 Year | 19.96% | - |
Risk Management
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Standard Deviation | 12.25% | 14.79% |
| Sharp | 0.76% | 1.16% |
| Beta | 0.89% | 0.97% |
| Alpha | 0.37% | 7.32% |
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 | 4.66 | 2.78 |
| Large Cap | 74.77 | 60.09 |
| Mid Cap | 18.2 | 24.24 |
| Small Cap | 2.37 | 12.89 |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Others | 1.12 | 2.78 |
| Energy | 3.64 | - |
| Technology | 9.59 | 13.54 |
| Industrials | 20.28 | 30.66 |
| Financial Services | 27.19 | 21.5 |
| Healthcare | 7.08 | 10.34 |
| Consumer Defensive | 2.39 | 3.89 |
| Utilities | 5.57 | - |
| Consumer Cyclical | 14.39 | 14.11 |
| Communication Services | 5.65 | - |
| Basic Materials | 3.11 | 3.18 |
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