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) | ₹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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