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Kotak Focused Equity Fund vs Mahindra Manulife Focused Fund compare

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

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tortoise-icon 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) ₹3942 Cr ₹2228 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 1.47% -0.02%
6 Month 5.99% 0.52%
1 Year 16.08% 8.38%
3 Year 17.65% 18.67%
5 Year 15.84% 19.02%

SIP Return Analysis

Scheme Name Kotak Focused Fund- Regular plan _ Growth Option Mahindra Manulife Focused Fund - Regular Plan - Growth
6 Month 2.39% 0.63%
1 Year 17.82% 7.09%
3 Year 15.57% 13.09%
5 Year 14.93% 15.82%

Rolling Lumpsum Returns

Scheme Name Kotak Focused Fund- Regular plan _ Growth Option Mahindra Manulife Focused Fund - Regular Plan - Growth
1 Year 12.61% 15.38%
3 Year 16.97% 21.66%
5 Year 19.72% 21.11%

Risk Management

Scheme Name Kotak Focused Fund- Regular plan _ Growth Option Mahindra Manulife Focused Fund - Regular Plan - Growth
Standard Deviation 11.68% 12.49%
Sharp 0.93% 0.99%
Beta 0.9% 0.92%
Alpha 1.3% 2.52%

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 10.01 6.18
Large Cap 70.67 85.74
Mid Cap 19.31 4.49
Small Cap - 3.59

Sector Allocation

Scheme Name

Kotak Focused Fund- Regular plan _ Growth Option

Mahindra Manulife Focused Fund - Regular Plan - Growth

Others 1.39 1.72
Energy 3.79 10.72
Technology 9.54 9.18
Industrials 20.21 9
Financial Services 29.76 31.4
Healthcare 5.71 5.1
Consumer Defensive 2.14 3.93
Consumer Cyclical 15.77 8.18
Communication Services 5.72 4.82
Basic Materials 3.01 9.79
Utilities 2.96 6.16

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