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 | 0.94% | 1.59% |
| 6 Month | 10.67% | 4.97% |
| 1 Year | 11.18% | 0.55% |
| 3 Year | 16.08% | 14.05% |
| 5 Year | 18.87% | 20.01% |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| 6 Month | 3.47% | 1.78% |
| 1 Year | 18.24% | 8.9% |
| 3 Year | 15.91% | 10.49% |
| 5 Year | 15.06% | 13.2% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| 1 Year | 12.64% | 13.7% |
| 3 Year | 17.03% | 16.91% |
| 5 Year | 19.88% | 16.12% |
Risk Management
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| Standard Deviation | 12.07% | 15.933% |
| Sharp | 0.76% | 0.641% |
| Beta | 0.90% | 1.052% |
| Alpha | 0.68% | 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 | 27.88 |
| Large Cap | 72.8 | 64.16 |
| Mid Cap | 19.29 | - |
| Small Cap | 2.04 | 7.96 |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 2.25 | 24.39 |
| Energy | 3.54 | 9.17 |
| Technology | 9.09 | 1.43 |
| Industrials | 20.77 | 9.77 |
| Financial Services | 26.71 | 21.92 |
| Healthcare | 5.26 | 6.71 |
| Consumer Defensive | 2.19 | - |
| Utilities | 4.62 | 15.76 |
| Consumer Cyclical | 17.02 | 3.79 |
| Communication Services | 5.48 | - |
| Basic Materials | 3.07 | - |
| Real Estate | - | 7.07 |
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