Kotak Focused Equity Fund vs Quant Focused Fund compare

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Kotak Focused Fund- Regular plan _ Growth Option

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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)	₹3942 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

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Quant Focused Fund-Growth
1 Month	2.21%	1.03%
6 Month	7.41%	-0.46%
1 Year	12.45%	0.55%
3 Year	17.74%	13.77%
5 Year	17.25%	16.89%

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Quant Focused Fund-Growth
6 Month	5.72%	1.97%
1 Year	24.55%	9.28%
3 Year	17.37%	9.56%
5 Year	15.9%	12.46%

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Quant Focused Fund-Growth
1 Year	12.54%	13.51%
3 Year	16.95%	16.77%
5 Year	19.73%	16.23%

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Quant Focused Fund-Growth
Standard Deviation	11.68%	14.85%
Sharp	0.83%	0.52%
Beta	0.9%	1.08%
Alpha	1.07%	-2.82%

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

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Quant Focused Fund-Growth
Others	3.29	30.51
Large Cap	71.94	61.9
Mid Cap	23.39	-
Small Cap	1.38	7.62

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Quant Focused Fund-Growth
Others	3.29	30.51
Petroleum Products	3.81	-
IT - Software	9.54	2.93
Construction	2.48	7.14
Banks	21.66	11.65
Healthcare Services	3.11	-
Personal Products	2.02	-
Automobiles	8.15	3.99
Electrical Equipment	2.99	-
Aerospace & Defense	3.96	-
Pharmaceuticals & Biotechnology	2.06	3.59
Retailing	8.69	-
Telecom - Services	5.75	-
Consumer Durables	2.03	-
Cement & Cement Products	2.74	-
Capital Markets	1.38	-
Transport Services	3.14	-
Chemicals & Petrochemicals	2.47	-
Finance	4.7	8.97
Power	2.96	15.35
Industrial Products	3.07	-
Realty	-	6.99
Metals & Minerals Trading	-	8.91