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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) | ₹3636 Cr | ₹2120 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 | 3.31% | 3.22% |
| 6 Month | 19.07% | 11.94% |
| 1 Year | 1.15% | -4.46% |
| 3 Year | 16.09% | 19.42% |
| 5 Year | 19.94% | - |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Mahindra Manulife Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.8% | 2.01% |
| 1 Year | 16.21% | 6.9% |
| 3 Year | 16.41% | 16.38% |
| 5 Year | 15.58% | - |
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 | 12.23% | 13.24% |
| Sharp | 0.66% | 0.84% |
| Beta | 0.89% | 0.94% |
| Alpha | 1.02% | 3.70% |
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 | 6.17 | 6.25 |
| Large Cap | 72.7 | 85.25 |
| Mid Cap | 19.03 | 3.95 |
| Small Cap | 2.1 | 4.55 |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.9 | 0.79 |
| Energy | 3.58 | 11.02 |
| Technology | 9.84 | 8.27 |
| Industrials | 20.23 | 6.55 |
| Financial Services | 25.92 | 29.86 |
| Healthcare | 5.28 | 4.27 |
| Consumer Defensive | 2.37 | 7.78 |
| Utilities | 5.08 | 7.94 |
| Consumer Cyclical | 15.97 | 11 |
| Communication Services | 5.6 | 4.09 |
| Basic Materials | 3.23 | 8.41 |
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