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Kotak Focused Equity Fund vs Nippon India Focused Equity Fund compare

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tortoise-icon Kotak Focused Fund- Regular plan _ Growth Option

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tortoise-icon Nippon India Focused Fund - Growth Plan -Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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