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) | ₹3636 Cr | ₹2120 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 | 2% | 2.15% |
6 Month | 18.26% | 11.32% |
1 Year | 0.35% | -5.3% |
3 Year | 14.82% | 18.14% |
5 Year | 19.69% | - |
SIP Return Analysis
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Mahindra Manulife Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 5.8% | 2.01% |
1 Year | 16.21% | 6.9% |
3 Year | 16.41% | 16.38% |
5 Year | 15.58% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Mahindra Manulife Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 14.9% | 17.98% |
3 Year | 17.25% | 23.3% |
5 Year | 19.96% | - |
Risk Management
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Mahindra Manulife Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.23% | 13.24% |
Sharp | 0.66% | 0.84% |
Beta | 0.89% | 0.94% |
Alpha | 1.02% | 3.70% |
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 | 4.66 | 7.63 |
Large Cap | 74.77 | 82.11 |
Mid Cap | 18.2 | 4.22 |
Small Cap | 2.37 | 6.03 |
Sector Allocation
Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Mahindra Manulife Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 1.12 | 1.02 |
Energy | 3.64 | 10.97 |
Technology | 9.59 | 7.88 |
Industrials | 20.28 | 4.32 |
Financial Services | 27.19 | 30.63 |
Healthcare | 7.08 | 4.65 |
Consumer Defensive | 2.39 | 7.38 |
Utilities | 5.57 | 7.91 |
Consumer Cyclical | 14.39 | 11.09 |
Communication Services | 5.65 | 4.35 |
Basic Materials | 3.11 | 9.79 |
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