Kotak Focused Equity Fund vs INVESCO INDIA FOCUSED FUND compare

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Kotak Focused Fund- Regular plan _ Growth Option

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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 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)	₹3707 Cr	₹4153 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

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	INVESCO INDIA FOCUSED FUND - Growth
1 Month	2.52%	2.26%
6 Month	10.42%	7.38%
1 Year	1.82%	6.97%
3 Year	19.04%	27.49%
5 Year	20.97%	-

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	INVESCO INDIA FOCUSED FUND - Growth
6 Month	8.75%	8.36%
1 Year	11.23%	9.78%
3 Year	16.6%	26.95%
5 Year	16.16%	-

Scheme Name	Kotak Focused 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%	-

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	INVESCO INDIA FOCUSED FUND - Growth
Standard Deviation	12.95%	15.05%
Sharp	0.99%	1.34%
Beta	0.90%	0.95%
Alpha	0.05%	6.66%

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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

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	INVESCO INDIA FOCUSED FUND - Growth
Others	4.67	4.5
Large Cap	76.24	60.67
Mid Cap	16.66	21.05
Small Cap	2.44	13.78

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	INVESCO INDIA FOCUSED FUND - Growth
Others	1.09	4.5
Energy	4.09	-
Technology	10.27	13.25
Industrials	19.27	30.71
Financial Services	28.54	20.91
Healthcare	6.34	10.28
Consumer Defensive	2.42	3.74
Utilities	5.92	-
Consumer Cyclical	13.44	12.73
Communication Services	5.66	-
Basic Materials	2.95	3.88