Mahindra Manulife Focused Fund vs Kotak Focused Equity Fund compare
Kotak Focused Equity Fund- Regular plan _ Growth Option
Mahindra Manulife Focused Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Mahindra Manulife Focused Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Focused Equity Fund- Regular plan _ Growth Option | Mahindra Manulife Focused Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹3349 Cr | ₹1884 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 Equity Fund- Regular plan _ Growth Option | Mahindra Manulife Focused Fund - Regular Plan - Growth |
---|---|---|
1 Month | -0.33% | 0.68% |
6 Month | -7.66% | -7.65% |
1 Year | 8.88% | 9.56% |
3 Year | 10.93% | 17.13% |
5 Year | 14.96% | - |
SIP Return Analysis
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Mahindra Manulife Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -1.15% | -1.41% |
3 Year | 14.75% | 20.52% |
5 Year | 16.48% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Mahindra Manulife Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 18.28% | 21.62% |
3 Year | 17.37% | 23.95% |
5 Year | 18.3% | - |
Risk Management
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Mahindra Manulife Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 11.68% | 12.49% |
Sharp | 0.97% | 1.36% |
Beta | 0.89% | 0.91% |
Alpha | -0.21% | 5.3% |
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Fund Managers
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Mahindra Manulife Focused Fund - Regular Plan - Growth |
---|---|---|
Name | Arjun Khanna | Krishna Sanghvi |
Total AUM | ₹169639 Cr | ₹1343 Cr |
Fund Manage | 24 | 2 |
Kotak Focused Equity Fund- Regular plan _ Growth Option | Mahindra Manulife Focused Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 1.58 | 2.28 |
Large Cap | 80.41 | 84.04 |
Mid Cap | 11.56 | 5.72 |
Small Cap | 6.63 | 7.96 |
Sector Allocation
Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 1.58 | 2.28 |
Petroleum Products | 3.87 | 7.22 |
IT - Software | 11.77 | 9.28 |
Personal Products | 4.86 | - |
Construction | 2.73 | - |
Banks | 19.34 | 26.69 |
Pharmaceuticals & Biotechnology | 4.71 | 5.11 |
Healthcare Services | 3.03 | - |
Automobiles | 7.77 | 5.02 |
Industrial Products | 4.35 | 1.19 |
Gas | 2.85 | 3.34 |
Consumer Durables | 4.55 | - |
Aerospace & Defense | 3.37 | - |
Retailing | 6.51 | - |
Telecom - Services | 4.96 | 3.73 |
Cement & Cement Products | 2.94 | 5.57 |
Chemicals & Petrochemicals | 1.51 | - |
Finance | 3.86 | 2.1 |
Power | 4 | 2.99 |
Auto Components | 1.62 | - |
Diversified FMCG | - | 10.12 |
Non - Ferrous Metals | - | 1.94 |
Paper, Forest & Jute Products | - | 2.06 |
Oil | - | 2.09 |
Agricultural Food & other Products | - | 1.94 |
Leisure Services | - | 1.18 |
Consumable Fuels | - | 2.25 |
Ferrous Metals | - | 1.96 |
Beverages | - | 1.94 |
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