Kotak Focused Equity Fund vs INVESCO INDIA FOCUSED FUND compare

Kotak Focused Equity Fund- Regular plan _ Growth Option

INVESCO INDIA FOCUSED FUND - Growth

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)	₹3530 Cr	₹2819 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	05 Jul 2019	08 Sep 2020
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	BSE 500
Turn Over	21.79%	84%
Expense Ratio	1.88	1.92
Manager	Arjun Khanna	Hiten Jain
ISIN Code	INF174KA1EK3	INF205KA1189
Exits Load	Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days./365	Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	INVESCO INDIA FOCUSED FUND - Growth
1 Month	1.07%	5.92%
6 Month	20.62%	27.81%
1 Year	38.82%	69.98%
3 Year	17.56%	24.14%
5 Year	20.1%	-

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	INVESCO INDIA FOCUSED FUND - Growth
6 Month	-	-
1 Year	16.78%	26.66%
3 Year	34.49%	53.09%
5 Year	66.61%	64.31%

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	INVESCO INDIA FOCUSED FUND - Growth
1 Year	21.18%	24.04%
3 Year	50.95%	64.74%
5 Year	73.26%	73.33%

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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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

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	INVESCO INDIA FOCUSED FUND - Growth
Large Cap	81.84	61.33
Mid Cap	11.93	11.6
Small Cap	4.58	16.93
Others	1.33	10.14

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	INVESCO INDIA FOCUSED FUND - Growth
Banks	18.39	-
Automobiles	8.66	-
Power	4.72	-
IT - Software	9.65	-
Pharmaceuticals and Biotechnology	4.19	-
Petroleum Products	4.19	-
Aerospace and Defense	3.99	-
Finance	3.69	-
Retailing	3.61	-
Telecom - Services	3.36	-
Gas	3.29	-
Personal Products	5.27	-
Construction	3.11	6.32
Cement and Cement Products	3.02	-
Consumer Durables	4.86	-
Auto Components	5.47	-
Industrial Products	4.07	-
Healthcare Services	2.33	-
Chemicals and Petrochemicals	1.51	-
Others	1.33	4.52
Beverages	0.97	-
Financial	-	18.89
Services	-	16.17
Technology	-	9.49
Capital Goods	-	13.72
Consumer Staples	-	9.97
Healthcare	-	9.61
Consumer Discretionary	-	3.98
Unclassified	-	3.94
Automobile	-	3.39