Kotak Focused Equity Fund vs Tata Focused Equity Fund compare
Kotak Focused Equity Fund- Regular plan _ Growth Option
Tata Focused Equity Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
Fund | Kotak Focused Equity Fund- Regular plan _ Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3349 Cr | ₹1739 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 Equity Fund- Regular plan _ Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
1 Month | 2.84% | 2.8% |
6 Month | -3.28% | -6.14% |
1 Year | 6.56% | 4.18% |
3 Year | 13.78% | 14.56% |
5 Year | 21.08% | 22.3% |
SIP Return Analysis
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
6 Month | 1.3% | -0.75% |
1 Year | -4.39% | -7.56% |
3 Year | 14.05% | 14.09% |
5 Year | 15.32% | 16.16% |
Rolling Lumpsum Returns
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
1 Year | 18.28% | 22.62% |
3 Year | 17.37% | 19.32% |
5 Year | 18.3% | 18.37% |
Risk Management
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 13.295% | 14.255% |
Sharp | 0.368% | 0.518% |
Beta | 0.898% | 0.995% |
Alpha | -1.119% | -0.625% |
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Fund Managers
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
Name | Arjun Khanna | Kapil Malhotra |
Total AUM | ₹169639 Cr | ₹18472 Cr |
Funds Managed | 24 | 7 |
Kotak Focused Equity Fund- Regular plan _ Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
Others | 4.22 | 4.77 |
Large Cap | 75.43 | 58.06 |
Mid Cap | 12.09 | 16.49 |
Small Cap | 8.26 | 20.69 |
Sector Allocation
Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
Others | 1.27 | 4.77 |
Energy | 3.85 | 4.04 |
Technology | 13.03 | 12.7 |
Industrials | 19.62 | 13.18 |
Financial Services | 24.56 | 28.27 |
Healthcare | 7.2 | 7.4 |
Consumer Cyclical | 13.45 | 16.91 |
Consumer Defensive | 2.32 | - |
Utilities | 6.27 | 6.35 |
Communication Services | 5.24 | 1.99 |
Basic Materials | 3.19 | 2.32 |
Real Estate | - | 2.06 |
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