Kotak Focused Equity Fund vs Mahindra Manulife Focused Fund compare

Kotak Focused Equity Fund vs Mahindra Manulife Focused Fund compare

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Kotak Focused Fund- Regular plan _ Growth Option

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Mahindra Manulife Focused Fund - Regular Plan - 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	Mahindra Manulife Focused Fund - Regular Plan - Growth
Fund	Kotak Focused Fund- Regular plan _ Growth Option	Mahindra Manulife Focused Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹3659 Cr	₹2137 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	16 Jul 2019	17 Nov 2020
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	21.79%	68%
Expense Ratio	1.9	2.02
Manager	Arjun Khanna	Krishna Sanghvi
ISIN Code	INF174KA1EK3	INF174V01AD4
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	Mahindra Manulife Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Mahindra Manulife Focused Fund - Regular Plan - Growth
1 Month	0.64%	-1.63%
6 Month	14.02%	7.71%
1 Year	1.92%	-4.71%
3 Year	16.31%	19.56%
5 Year	19.71%	-

SIP Return Analysis

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Mahindra Manulife Focused Fund - Regular Plan - Growth
6 Month	5.88%	0.7%
1 Year	10.37%	-0.04%
3 Year	15.53%	15.52%
5 Year	15.31%	-

Rolling Lumpsum Returns

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Mahindra Manulife Focused Fund - Regular Plan - Growth
1 Year	14.9%	17.98%
3 Year	17.25%	23.3%
5 Year	19.96%	-

Risk Management

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Mahindra Manulife Focused Fund - Regular Plan - Growth
Standard Deviation	12.25%	13.22%
Sharp	0.76%	0.98%
Beta	0.89%	0.93%
Alpha	0.37%	3.54%

Fund Managers

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Mahindra Manulife Focused Fund - Regular Plan - Growth
Name	Arjun Khanna	Krishna Sanghvi
Total AUM	₹169639 Cr	₹1343 Cr
Funds Managed	24	2
	Kotak Focused Fund- Regular plan _ Growth Option	Mahindra Manulife Focused Fund - Regular Plan - Growth

Market Cap

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Mahindra Manulife Focused Fund - Regular Plan - Growth
Others	4.66	7.63
Large Cap	74.77	82.11
Mid Cap	18.2	4.22
Small Cap	2.37	6.03

Sector Allocation

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Mahindra Manulife Focused Fund - Regular Plan - Growth
Others	1.12	1.02
Energy	3.64	10.97
Technology	9.59	7.88
Industrials	20.28	4.32
Financial Services	27.19	30.63
Healthcare	7.08	4.65
Consumer Defensive	2.39	7.38
Utilities	5.57	7.91
Consumer Cyclical	14.39	11.09
Communication Services	5.65	4.35
Basic Materials	3.11	9.79

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