Kotak Focused Equity Fund vs Mahindra Manulife Focused Fund compare
Kotak Focused Fund- Regular plan _ Growth Option
Mahindra Manulife Focused Fund - Regular Plan - Growth
Chart Comparison
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) | ₹3869 Cr | ₹2208 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 | 0.69% | 1.2% |
| 6 Month | 11.79% | 4.93% |
| 1 Year | 13.75% | 8.14% |
| 3 Year | 16.98% | 18.63% |
| 5 Year | 18.61% | 22.29% |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Mahindra Manulife Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.03% | 3.05% |
| 1 Year | 20.3% | 12.4% |
| 3 Year | 16.73% | 16.12% |
| 5 Year | 15.54% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Mahindra Manulife Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.64% | 17.09% |
| 3 Year | 17.03% | 22.97% |
| 5 Year | 19.88% | - |
Risk Management
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Mahindra Manulife Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.07% | 12.94% |
| Sharp | 0.76% | 0.92% |
| Beta | 0.90% | 0.93% |
| Alpha | 0.68% | 3.08% |
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 | 8.05 | 7.13 |
| Large Cap | 71.07 | 84.1 |
| Mid Cap | 19.36 | 4.41 |
| Small Cap | 1.52 | 4.35 |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.84 | 1.62 |
| Energy | 3.68 | 10.9 |
| Technology | 9.23 | 7.87 |
| Industrials | 20.66 | 7.23 |
| Financial Services | 27.12 | 31.1 |
| Healthcare | 5.52 | 4.77 |
| Consumer Defensive | 2.01 | 6.93 |
| Utilities | 3.11 | 7.23 |
| Consumer Cyclical | 16.21 | 8.23 |
| Communication Services | 5.73 | 4.22 |
| Basic Materials | 2.87 | 9.91 |
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