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Kotak Focused Equity Fund vs Nippon India Focused Equity Fund compare
Kotak Focused Equity Fund- Regular plan _ Growth Option
Nippon India Focused Equity Fund -Growth Plan -Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
|---|---|---|
| Fund | Kotak Focused Equity Fund- Regular plan _ Growth Option | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3349 Cr | ₹7875 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 | 1.86 |
| 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 Equity Fund- Regular plan _ Growth Option | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
|---|---|---|
| 1 Month | 6.84% | 6.66% |
| 6 Month | 3.06% | 5.35% |
| 1 Year | 9.9% | 10.77% |
| 3 Year | 18.65% | 18.86% |
| 5 Year | 23.66% | 27.47% |
SIP Return Analysis
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
|---|---|---|
| 6 Month | 1.05% | 1.72% |
| 1 Year | -4.79% | -3.99% |
| 3 Year | 12.89% | 12.12% |
| 5 Year | 14.3% | 15.4% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
|---|---|---|
| 1 Year | 18.28% | 11.09% |
| 3 Year | 17.37% | 15.06% |
| 5 Year | 18.3% | 16.01% |
Risk Management
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
|---|---|---|
| Standard Deviation | 13.295% | 12.79% |
| Sharp | 0.368% | 0.56% |
| Beta | 0.898% | 0.91% |
| Alpha | -1.119% | -0.85% |
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Fund Managers
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
|---|---|---|
| Name | Arjun Khanna | Vinay Sharma |
| Total AUM | ₹169639 Cr | ₹14183 Cr |
| Funds Managed | 24 | 3 |
| Kotak Focused Equity Fund- Regular plan _ Growth Option | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
Market Cap
| Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
Nippon India Focused Equity Fund -Growth Plan -Growth Option |
|---|---|---|
| Others | 4.22 | 5.32 |
| Large Cap | 75.43 | 54.84 |
| Mid Cap | 12.09 | 23.54 |
| Small Cap | 8.26 | 16.3 |
Sector Allocation
| Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
Nippon India Focused Equity Fund -Growth Plan -Growth Option |
|---|---|---|
| Others | 1.27 | 5.32 |
| Energy | 3.85 | - |
| Technology | 13.03 | - |
| Industrials | 19.62 | - |
| Financial Services | 24.56 | - |
| Healthcare | 7.2 | - |
| Consumer Cyclical | 13.45 | - |
| Consumer Defensive | 2.32 | - |
| Utilities | 6.27 | - |
| Communication Services | 5.24 | - |
| Basic Materials | 3.19 | - |
| Petroleum Products | - | 5.42 |
| IT - Software | - | 4.17 |
| IT - Services | - | 1.92 |
| Finance | - | 9.61 |
| Banks | - | 21.71 |
| Cement & Cement Products | - | 3.29 |
| Leisure Services | - | 5.63 |
| Pharmaceuticals & Biotechnology | - | 4.89 |
| Automobiles | - | 4.99 |
| Entertainment | - | 1.06 |
| Electrical Equipment | - | 2.95 |
| Retailing | - | 8.06 |
| Healthcare Services | - | 2.4 |
| Auto Components | - | 4.83 |
| Diversified | - | 3.48 |
| Transport Services | - | 3.53 |
| Industrial Manufacturing | - | 2.13 |
| Capital Markets | - | 1.92 |
| Insurance | - | 2.69 |
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