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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) | ₹3707 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 | -0.06% | -2.15% |
| 6 Month | 12.93% | 8.28% |
| 1 Year | 3.23% | -6.88% |
| 3 Year | 15.22% | 14.61% |
| 5 Year | 19.86% | 21.2% |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| 6 Month | 5.88% | 1.95% |
| 1 Year | 10.37% | -1.3% |
| 3 Year | 15.53% | 10.94% |
| 5 Year | 15.31% | 14.29% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| 1 Year | 14.9% | 13.99% |
| 3 Year | 17.25% | 17.21% |
| 5 Year | 19.96% | 15.96% |
Risk Management
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| Standard Deviation | 12.25% | 15.933% |
| Sharp | 0.76% | 0.641% |
| Beta | 0.89% | 1.052% |
| Alpha | 0.37% | 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 | 4.66 | 30.62 |
| Large Cap | 74.77 | 57.46 |
| Mid Cap | 18.2 | 2.14 |
| Small Cap | 2.37 | 9.78 |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 1.12 | 25.21 |
| Energy | 3.64 | 7.22 |
| Technology | 9.59 | 2.78 |
| Industrials | 20.28 | 8.44 |
| Financial Services | 27.19 | 26.42 |
| Healthcare | 7.08 | 10.01 |
| Consumer Defensive | 2.39 | 0 |
| Utilities | 5.57 | 9.63 |
| Consumer Cyclical | 14.39 | 3.27 |
| Communication Services | 5.65 | - |
| Basic Materials | 3.11 | 0 |
| Real Estate | - | 7.03 |
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