Kotak Focused Equity Fund vs Nippon India Focused Equity Fund compare
                                
                                Kotak Focused Fund- Regular plan _ Growth Option
                            
                                
                                Nippon India Focused Fund - Growth Plan -Growth Option
                            
Chart Comparison
Overview
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Nippon India Focused Fund - Growth Plan -Growth Option | 
|---|---|---|
| Fund | Kotak Focused Fund- Regular plan _ Growth Option | Nippon India Focused Fund - Growth Plan -Growth Option | 
| Investment Plan | Growth | Growth | 
| Level of Risk | Average | Average | 
| Asset Size (Cr) | ₹3697 Cr | ₹8464 Cr | 
| Min Investment | ₹100 | ₹5000 | 
| Min SIP Invesment | ₹100 | ₹500 | 
| Min Addl Investment | ₹100 | ₹1000 | 
| Launch Date | 16 Jul 2019 | 26 Dec 2006 | 
| Category | Focused | Focused | 
| Fund Type | Open Ended | Open Ended | 
| Benchmark | NIFTY 500 TRI | BSE 500 | 
| Turn Over | 21.79% | 59% | 
| Expense Ratio | 1.9 | 1.84 | 
| Manager | Arjun Khanna | Vinay Sharma | 
| ISIN Code | INF174KA1EK3 | INF204K01GE7 | 
| 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 | Nippon India Focused Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 
Trailing Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Nippon India Focused Fund - Growth Plan -Growth Option | 
|---|---|---|
| 1 Month | 3.45% | 3.16% | 
| 6 Month | 12.3% | 7.49% | 
| 1 Year | 9.38% | 4.61% | 
| 3 Year | 16.01% | 14.11% | 
| 5 Year | 20.19% | 22.6% | 
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Nippon India Focused Fund - Growth Plan -Growth Option | 
|---|---|---|
| 6 Month | 2.03% | 0.01% | 
| 1 Year | 13.53% | 8.59% | 
| 3 Year | 14.69% | 11.97% | 
| 5 Year | 14.45% | 13.44% | 
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Nippon India Focused Fund - Growth Plan -Growth Option | 
|---|---|---|
| 1 Year | 14.05% | 10.22% | 
| 3 Year | 17.12% | 14.95% | 
| 5 Year | 19.9% | 16.49% | 
Risk Management
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Nippon India Focused Fund - Growth Plan -Growth Option | 
|---|---|---|
| Standard Deviation | 12.07% | 12.79% | 
| Sharp | 0.76% | 0.69% | 
| Beta | 0.90% | 0.91% | 
| Alpha | 0.68% | -0.87% | 
Fund Managers
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Nippon India Focused Fund - Growth Plan -Growth Option | 
|---|---|---|
| Name | Arjun Khanna | Vinay Sharma | 
| Total AUM | ₹169639 Cr | ₹14183 Cr | 
| Funds Managed | 24 | 3 | 
| Kotak Focused Fund- Regular plan _ Growth Option | Nippon India Focused Fund - Growth Plan -Growth Option | 
Market Cap
| Scheme Name | 
                                                     Kotak Focused Fund- Regular plan _ Growth Option  | 
                                            
                                                
                                                     Nippon India Focused Fund - Growth Plan -Growth Option  | 
                                                                                    
                                    
|---|---|---|
| Others | 5.87 | 4.89 | 
| Large Cap | 72.8 | 61.37 | 
| Mid Cap | 19.29 | 20.85 | 
| Small Cap | 2.04 | 12.89 | 
Sector Allocation
| Scheme Name | 
                                                     Kotak Focused Fund- Regular plan _ Growth Option  | 
                                                                                            
                                                     Nippon India Focused Fund - Growth Plan -Growth Option  | 
                                                                                    
                                    
|---|---|---|
| Others | 2.25 | 4.89 | 
| Energy | 3.54 | 5.58 | 
| Technology | 9.09 | 4.86 | 
| Industrials | 20.77 | 10.88 | 
| Financial Services | 26.71 | 33.01 | 
| Healthcare | 5.26 | 10.35 | 
| Consumer Defensive | 2.19 | 3.08 | 
| Utilities | 4.62 | 3.9 | 
| Consumer Cyclical | 17.02 | 19.03 | 
| Communication Services | 5.48 | 1.17 | 
| Basic Materials | 3.07 | 3.25 | 
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