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) | ₹3942 Cr | ₹8887 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 | -0.76% | -1.37% |
| 6 Month | 7.1% | 2.29% |
| 1 Year | 8.47% | 5.32% |
| 3 Year | 15.99% | 13.81% |
| 5 Year | 16.71% | 17.66% |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 6 Month | 3.29% | 2.33% |
| 1 Year | 21.06% | 15.35% |
| 3 Year | 16.32% | 13.48% |
| 5 Year | 15.23% | 13.95% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 1 Year | 12.51% | 10.1% |
| 3 Year | 16.94% | 14.89% |
| 5 Year | 19.76% | 16.65% |
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% | 0.66% |
| Beta | 0.90% | 0.9% |
| Alpha | 1.37% | -0.75% |
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 | 8.47 | 7.41 |
| Large Cap | 71.31 | 61.42 |
| Mid Cap | 18.85 | 19.76 |
| Small Cap | 1.38 | 11.41 |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Others | 3.29 | 4.64 |
| Energy | 3.81 | 5.75 |
| Technology | 9.54 | 5.01 |
| Industrials | 20.15 | 9.79 |
| Financial Services | 27.73 | 32.96 |
| Healthcare | 5.65 | 10.43 |
| Consumer Defensive | 2.02 | 3.26 |
| Consumer Cyclical | 16.36 | 20.04 |
| Communication Services | 5.75 | 1.11 |
| Basic Materials | 2.74 | 3.08 |
| Utilities | 2.96 | 3.93 |
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