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Mahindra Manulife Focused Fund vs Kotak Focused Equity Fund compare

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tortoise-icon Kotak Focused Fund- Regular plan _ Growth Option

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tortoise-icon Mahindra Manulife Focused Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Focused Fund- Regular plan _ Growth Option Mahindra Manulife Focused Fund - Regular Plan - Growth
Fund Kotak Focused Fund- Regular plan _ Growth Option Mahindra Manulife Focused Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹3942 Cr ₹2232 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 16 Jul 2019 17 Nov 2020
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 21.79% 68%
Expense Ratio 1.9 2.02
Manager Arjun Khanna Krishna Sanghvi
ISIN Code INF174KA1EK3 INF174V01AD4
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 Mahindra Manulife Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Focused Fund- Regular plan _ Growth Option Mahindra Manulife Focused Fund - Regular Plan - Growth
1 Month -1.21% -1.63%
6 Month 6.9% 2.29%
1 Year 7.5% 2.84%
3 Year 16% 18.03%
5 Year 16.77% 20.66%

SIP Return Analysis

Scheme Name Kotak Focused Fund- Regular plan _ Growth Option Mahindra Manulife Focused Fund - Regular Plan - Growth
6 Month 3.29% 2.6%
1 Year 21.06% 12.64%
3 Year 16.32% 15.24%
5 Year 15.23% 16.96%

Rolling Lumpsum Returns

Scheme Name Kotak Focused Fund- Regular plan _ Growth Option Mahindra Manulife Focused Fund - Regular Plan - Growth
1 Year 12.62% 16.01%
3 Year 16.98% 22.41%
5 Year 19.81% 22.2%

Risk Management

Scheme Name Kotak Focused Fund- Regular plan _ Growth Option Mahindra Manulife Focused Fund - Regular Plan - Growth
Standard Deviation 12.07% 12.84%
Sharp 0.76% 0.84%
Beta 0.90% 0.93%
Alpha 1.37% 2.78%

Fund Managers

Scheme Name Kotak Focused Fund- Regular plan _ Growth Option Mahindra Manulife Focused Fund - Regular Plan - Growth
Name Arjun Khanna Krishna Sanghvi
Total AUM ₹169639 Cr ₹1343 Cr
Funds Managed 24 2
Kotak Focused Fund- Regular plan _ Growth Option Mahindra Manulife Focused Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Focused Fund- Regular plan _ Growth Option

Mahindra Manulife Focused Fund - Regular Plan - Growth

Others 8.47 7.22
Large Cap 71.31 84.49
Mid Cap 18.85 4.49
Small Cap 1.38 3.8

Sector Allocation

Scheme Name

Kotak Focused Fund- Regular plan _ Growth Option

Mahindra Manulife Focused Fund - Regular Plan - Growth

Others 3.29 1.8
Energy 3.81 10.97
Technology 9.54 8.99
Industrials 20.15 9.35
Financial Services 27.73 31.47
Healthcare 5.65 5.29
Consumer Defensive 2.02 3.94
Consumer Cyclical 16.36 7.2
Communication Services 5.75 4.61
Basic Materials 2.74 9.45
Utilities 2.96 6.95

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