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)	₹3697 Cr	₹7280 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	2.41%	-1.15%
6 Month	14.97%	8.22%
1 Year	6.4%	-1.59%
3 Year	17.44%	23.94%
5 Year	19.9%	22.85%

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	INVESCO INDIA FOCUSED FUND - Growth
6 Month	5.96%	0.82%
1 Year	22.39%	8.9%
3 Year	17.78%	22.91%
5 Year	16.33%	20.68%

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	INVESCO INDIA FOCUSED FUND - Growth
1 Year	14.05%	15.81%
3 Year	17.12%	21.67%
5 Year	19.9%	-

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	INVESCO INDIA FOCUSED FUND - Growth
Standard Deviation	12.08%	14.81%
Sharp	0.76%	1.06%
Beta	0.90%	0.99%
Alpha	0.77%	6.36%

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	5.87	7.3
Large Cap	72.8	55.59
Mid Cap	19.29	20.32
Small Cap	2.04	16.8

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	INVESCO INDIA FOCUSED FUND - Growth
Others	2.25	7.3
Energy	3.54	-
Technology	9.09	9.54
Industrials	20.77	31.58
Financial Services	26.71	20.46
Healthcare	5.26	10.82
Consumer Defensive	2.19	3.55
Utilities	4.62	-
Consumer Cyclical	17.02	13.9
Communication Services	5.48	-
Basic Materials	3.07	2.85