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Kotak Focused Equity Fund vs Quant Focused Fund compare
Kotak Focused Fund- Regular plan _ Growth Option
Quant Focused Fund-Growth
Chart Comparison
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) | ₹3972 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 | -0.6% | -3.59% |
| 6 Month | 5.94% | -4.05% |
| 1 Year | 17.2% | 0.44% |
| 3 Year | 18.08% | 13.94% |
| 5 Year | 16.7% | 15.94% |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| 6 Month | 3.42% | 1.04% |
| 1 Year | 19.81% | 7.77% |
| 3 Year | 15.87% | 8.49% |
| 5 Year | 15.18% | 11.88% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| 1 Year | 12.61% | 13.43% |
| 3 Year | 17% | 16.73% |
| 5 Year | 19.71% | 16.23% |
Risk Management
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| Standard Deviation | 11.68% | 14.85% |
| Sharp | 0.93% | 0.53% |
| Beta | 0.9% | 1.1% |
| Alpha | 1.3% | -3.85% |
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 | 10.01 | 30.7 |
| Large Cap | 70.67 | 61.68 |
| Mid Cap | 19.31 | - |
| Small Cap | - | 7.62 |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 1.39 | 30.7 |
| Energy | 3.79 | 8.71 |
| Technology | 9.54 | 2.93 |
| Industrials | 20.21 | 7.14 |
| Financial Services | 29.76 | 20.61 |
| Healthcare | 5.71 | 3.59 |
| Consumer Defensive | 2.14 | - |
| Consumer Cyclical | 15.77 | 3.99 |
| Communication Services | 5.72 | - |
| Basic Materials | 3.01 | - |
| Utilities | 2.96 | 15.34 |
| Real Estate | - | 6.99 |
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