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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) ₹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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