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Kotak Focused Equity Fund vs INVESCO INDIA FOCUSED FUND compare

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tortoise-icon Kotak Focused Equity Fund- Regular plan _ Growth Option

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tortoise-icon INVESCO INDIA FOCUSED FUND - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Risk Very High Risk
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 -2.28% -5.83%
6 Month -8.6% -5.05%
1 Year 7.4% 15.35%
3 Year 11.77% 18.39%
5 Year 14.78% -

SIP Return Analysis

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option INVESCO INDIA FOCUSED FUND - Growth
6 Month - -
1 Year -8.06% -4.93%
3 Year 12.03% 23.21%
5 Year 14.94% -

Rolling Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option INVESCO INDIA FOCUSED FUND - Growth
1 Year 18.28% 20.31%
3 Year 17.37% 21.04%
5 Year 18.3% -

Risk Management

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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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
Fund Manage 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 1.58 6.65
Large Cap 80.41 51.13
Mid Cap 11.56 27.53
Small Cap 6.63 14.69

Sector Allocation

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

INVESCO INDIA FOCUSED FUND - Growth

Others 1.58 6.65
Petroleum Products 3.87 -
IT - Software 11.77 8.61
Personal Products 4.86 -
Construction 2.73 4.89
Banks 19.34 17.9
Pharmaceuticals & Biotechnology 4.71 7.45
Healthcare Services 3.03 3.55
Automobiles 7.77 -
Industrial Products 4.35 -
Gas 2.85 -
Consumer Durables 4.55 11.36
Aerospace & Defense 3.37 2.68
Retailing 6.51 10.63
Telecom - Services 4.96 -
Cement & Cement Products 2.94 -
Chemicals & Petrochemicals 1.51 -
Finance 3.86 -
Power 4 -
Auto Components 1.62 -
Electrical Equipment - 9.4
Paper, Forest & Jute Products - 4
Beverages - 5.24
Agricultural, Commercial & Construction Vehicles - 3.31
Transport Services - 4.33

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