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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) | ₹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 | 5.7% | 4.59% |
| 6 Month | 13.41% | 6.59% |
| 1 Year | 9.42% | -0.57% |
| 3 Year | 16.88% | 14.89% |
| 5 Year | 20.26% | 21.62% |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| 6 Month | 5.58% | 2.2% |
| 1 Year | 21.78% | 9.51% |
| 3 Year | 17.64% | 11.99% |
| 5 Year | 16.29% | 14.35% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| 1 Year | 14.05% | 13.74% |
| 3 Year | 17.12% | 17.07% |
| 5 Year | 19.9% | 16.07% |
Risk Management
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| Standard Deviation | 12.08% | 15.933% |
| Sharp | 0.76% | 0.641% |
| Beta | 0.90% | 1.052% |
| Alpha | 0.77% | 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 | 30.53 |
| Large Cap | 72.8 | 62.21 |
| Mid Cap | 19.29 | 0 |
| Small Cap | 2.04 | 7.26 |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 2.25 | 26.78 |
| Energy | 3.54 | 9.27 |
| Technology | 9.09 | 2.34 |
| Industrials | 20.77 | 8.87 |
| Financial Services | 26.71 | 27.66 |
| Healthcare | 5.26 | 6.78 |
| Consumer Defensive | 2.19 | - |
| Utilities | 4.62 | 7.95 |
| Consumer Cyclical | 17.02 | 3.7 |
| Communication Services | 5.48 | - |
| Basic Materials | 3.07 | - |
| Real Estate | - | 6.67 |
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