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Kotak Focused Equity Fund vs Quant Focused Fund compare

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

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tortoise-icon Quant Focused Fund-Growth

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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 Quant Focused Fund-Growth
Fund Kotak Focused Fund- Regular plan _ Growth Option Quant Focused Fund-Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹3697 Cr ₹1064 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 16 Jul 2019 29 Aug 2008
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 21.79% %
Expense Ratio 1.9 2.18
Manager Arjun Khanna Sanjeev Sharma
ISIN Code INF174KA1EK3 INF966L01374
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 Quant Focused Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Focused Fund- Regular plan _ Growth Option Quant Focused Fund-Growth
1 Month 0.94% 1.59%
6 Month 10.67% 4.97%
1 Year 11.18% 0.55%
3 Year 16.08% 14.05%
5 Year 18.87% 20.01%

SIP Return Analysis

Scheme Name Kotak Focused Fund- Regular plan _ Growth Option Quant Focused Fund-Growth
6 Month 3.47% 1.78%
1 Year 18.24% 8.9%
3 Year 15.91% 10.49%
5 Year 15.06% 13.2%

Rolling Lumpsum Returns

Scheme Name Kotak Focused Fund- Regular plan _ Growth Option Quant Focused Fund-Growth
1 Year 12.64% 13.7%
3 Year 17.03% 16.91%
5 Year 19.88% 16.12%

Risk Management

Scheme Name Kotak Focused Fund- Regular plan _ Growth Option Quant Focused Fund-Growth
Standard Deviation 12.07% 15.933%
Sharp 0.76% 0.641%
Beta 0.90% 1.052%
Alpha 0.68% 1.751%

Fund Managers

Scheme Name Kotak Focused Fund- Regular plan _ Growth Option Quant Focused Fund-Growth
Name Arjun Khanna Sanjeev Sharma
Total AUM ₹169639 Cr ₹39731 Cr
Funds Managed 24 22
Kotak Focused Fund- Regular plan _ Growth Option Quant Focused Fund-Growth

Market Cap

Scheme Name

Kotak Focused Fund- Regular plan _ Growth Option

Quant Focused Fund-Growth

Others 5.87 27.88
Large Cap 72.8 64.16
Mid Cap 19.29 -
Small Cap 2.04 7.96

Sector Allocation

Scheme Name

Kotak Focused Fund- Regular plan _ Growth Option

Quant Focused Fund-Growth

Others 2.25 24.39
Energy 3.54 9.17
Technology 9.09 1.43
Industrials 20.77 9.77
Financial Services 26.71 21.92
Healthcare 5.26 6.71
Consumer Defensive 2.19 -
Utilities 4.62 15.76
Consumer Cyclical 17.02 3.79
Communication Services 5.48 -
Basic Materials 3.07 -
Real Estate - 7.07

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