Mahindra Manulife Focused Fund vs Kotak Focused Equity Fund compare
Kotak Focused Fund- Regular plan _ Growth Option
Mahindra Manulife Focused Fund - Regular Plan - Growth
Chart Comparison
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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