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Kotak Focused Equity Fund vs Tata Focused Equity Fund compare
Kotak Focused Fund- Regular plan _ Growth Option
Tata Focused Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Kotak Focused Fund- Regular plan _ Growth Option | Tata Focused Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹3697 Cr | ₹1819 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 16 Jul 2019 | 05 Dec 2019 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 21.79% | 32.33% |
| Expense Ratio | 1.9 | 2.04 |
| Manager | Arjun Khanna | Kapil Malhotra |
| ISIN Code | INF174KA1EK3 | INF277K010Y2 |
| 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 | Tata Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 3.45% | 2.14% |
| 6 Month | 12.3% | 7.01% |
| 1 Year | 9.38% | 0.78% |
| 3 Year | 16.01% | 14.82% |
| 5 Year | 20.19% | 20.13% |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.91% | 0.92% |
| 1 Year | 13.28% | 5.83% |
| 3 Year | 14.45% | 11.33% |
| 5 Year | 14.38% | 13.25% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 14.05% | 18.6% |
| 3 Year | 17.12% | 18.64% |
| 5 Year | 19.9% | 20.38% |
Risk Management
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.07% | 12.52% |
| Sharp | 0.76% | 0.65% |
| Beta | 0.90% | 0.91% |
| Alpha | 0.68% | -0.40% |
Fund Managers
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Name | Arjun Khanna | Kapil Malhotra |
| Total AUM | ₹169639 Cr | ₹18472 Cr |
| Funds Managed | 24 | 7 |
| Kotak Focused Fund- Regular plan _ Growth Option | Tata Focused Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 5.87 | 9.03 |
| Large Cap | 72.8 | 58.64 |
| Mid Cap | 19.29 | 16.95 |
| Small Cap | 2.04 | 15.38 |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 2.25 | 6.62 |
| Energy | 3.54 | 4.17 |
| Technology | 9.09 | 14.36 |
| Industrials | 20.77 | 10.69 |
| Financial Services | 26.71 | 26.1 |
| Healthcare | 5.26 | 16.76 |
| Consumer Defensive | 2.19 | 1.94 |
| Utilities | 4.62 | 6.34 |
| Consumer Cyclical | 17.02 | 8.37 |
| Communication Services | 5.48 | - |
| Basic Materials | 3.07 | 2.36 |
| Real Estate | - | 2.29 |
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