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) | ₹3707 Cr | ₹8788 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 | -1.38% | -1.65% |
6 Month | 9.19% | 10.42% |
1 Year | -0.24% | -0.69% |
3 Year | 16.17% | 15.28% |
5 Year | 19.98% | 23.35% |
SIP Return Analysis
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Nippon India Focused Fund - Growth Plan -Growth Option |
---|---|---|
6 Month | 6.38% | 6.44% |
1 Year | 9.07% | 10.38% |
3 Year | 16.15% | 15.65% |
5 Year | 15.97% | 16.75% |
Rolling Lumpsum Returns
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Nippon India Focused Fund - Growth Plan -Growth Option |
---|---|---|
1 Year | 14.9% | 10.41% |
3 Year | 17.25% | 15.09% |
5 Year | 19.96% | 16.39% |
Risk Management
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Nippon India Focused Fund - Growth Plan -Growth Option |
---|---|---|
Standard Deviation | 12.95% | 12.79% |
Sharp | 0.99% | 1% |
Beta | 0.90% | 0.92% |
Alpha | 0.05% | -0.94% |
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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 | 5.27 | 6.12 |
Large Cap | 75 | 57.35 |
Mid Cap | 17.08 | 22.71 |
Small Cap | 2.66 | 13.82 |
Sector Allocation
Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Nippon India Focused Fund - Growth Plan -Growth Option |
---|---|---|
Others | 1.36 | 6.12 |
Energy | 3.88 | 5.91 |
Technology | 10.33 | 4.11 |
Industrials | 19.8 | 11.95 |
Financial Services | 27.76 | 31.62 |
Healthcare | 6.79 | 10.27 |
Consumer Defensive | 2.21 | - |
Utilities | 5.67 | 3.31 |
Consumer Cyclical | 13.33 | 22.27 |
Communication Services | 5.85 | 1.21 |
Basic Materials | 3.03 | 3.23 |
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