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Kotak Focused Equity Fund vs Quant Focused Fund compare
Kotak Focused Equity Fund- Regular plan _ Growth Option
Quant Focused Fund-Growth
Chart Comparison
Overview
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| Fund | Kotak Focused Equity Fund- Regular plan _ Growth Option | Quant Focused Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3349 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 Equity Fund- Regular plan _ Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| 1 Month | 6.27% | 4.8% |
| 6 Month | -4.04% | -9.86% |
| 1 Year | 7.47% | -4.74% |
| 3 Year | 15.37% | 14.65% |
| 5 Year | 22.08% | 23.76% |
SIP Return Analysis
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| 6 Month | 1.05% | -1.7% |
| 1 Year | -4.79% | -15.04% |
| 3 Year | 12.89% | 10.11% |
| 5 Year | 14.3% | 14.54% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| 1 Year | 18.28% | 14.72% |
| 3 Year | 17.37% | 17.33% |
| 5 Year | 18.3% | 15.7% |
Risk Management
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| Standard Deviation | 13.295% | 15.933% |
| Sharp | 0.368% | 0.641% |
| Beta | 0.898% | 1.052% |
| Alpha | -1.119% | 1.751% |
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Fund Managers
| Scheme Name | Kotak Focused Equity 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 Equity Fund- Regular plan _ Growth Option | Quant Focused Fund-Growth |
Market Cap
| Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 4.22 | 18.43 |
| Large Cap | 75.43 | 68.17 |
| Mid Cap | 12.09 | 9.06 |
| Small Cap | 8.26 | 4.33 |
Sector Allocation
| Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 1.27 | 18.43 |
| Energy | 3.85 | 14.67 |
| Technology | 13.03 | 3.07 |
| Industrials | 19.62 | 7.74 |
| Financial Services | 24.56 | 21.53 |
| Healthcare | 7.2 | 2.82 |
| Consumer Cyclical | 13.45 | 3.08 |
| Consumer Defensive | 2.32 | 11.06 |
| Utilities | 6.27 | 8.14 |
| Communication Services | 5.24 | - |
| Basic Materials | 3.19 | 9.44 |
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