Mirae Asset Focused Fund Regular Plan Growth vs Kotak Focused Equity Fund compare
Kotak Focused Fund- Regular plan _ Growth Option
Mirae Asset Focused Fund Regular Plan Growth
Chart Comparison
Overview
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| Fund | Kotak Focused Fund- Regular plan _ Growth Option | Mirae Asset Focused Fund Regular Plan Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹3942 Cr | ₹7980 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹99 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 16 Jul 2019 | 14 May 2019 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 21.79% | 34% |
| Expense Ratio | 1.9 | 1.76 |
| Manager | Arjun Khanna | Gaurav Misra |
| ISIN Code | INF174KA1EK3 | INF769K01ES4 |
| 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 | Mirae Asset Focused Fund - 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 Fund- Regular plan _ Growth Option | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| 1 Month | -1.21% | -2.41% |
| 6 Month | 6.9% | 0.55% |
| 1 Year | 7.5% | -2.21% |
| 3 Year | 16% | 10.57% |
| 5 Year | 16.77% | 12.84% |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 3.29% | 0.08% |
| 1 Year | 21.06% | 10.15% |
| 3 Year | 16.32% | 10.54% |
| 5 Year | 15.23% | 9.9% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 12.62% | 13.36% |
| 3 Year | 16.98% | 13.67% |
| 5 Year | 19.81% | 17.26% |
Risk Management
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 12.07% | 11.82% |
| Sharp | 0.76% | 0.37% |
| Beta | 0.90% | 0.82% |
| Alpha | 1.37% | -2.74% |
Fund Managers
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| Name | Arjun Khanna | Gaurav Misra |
| Total AUM | ₹169639 Cr | ₹45211 Cr |
| Funds Managed | 24 | 2 |
| Kotak Focused Fund- Regular plan _ Growth Option | Mirae Asset Focused Fund Regular Plan Growth |
Market Cap
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| Others | 8.47 | 5.2 |
| Large Cap | 71.31 | 51.64 |
| Mid Cap | 18.85 | 22.48 |
| Small Cap | 1.38 | 20.68 |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| Others | 3.29 | 0.23 |
| Energy | 3.81 | - |
| Technology | 9.54 | 20.14 |
| Industrials | 20.15 | 6.15 |
| Financial Services | 27.73 | 22.93 |
| Healthcare | 5.65 | 5.99 |
| Consumer Defensive | 2.02 | 9.08 |
| Consumer Cyclical | 16.36 | 21.1 |
| Communication Services | 5.75 | 4.19 |
| Basic Materials | 2.74 | 5.03 |
| Utilities | 2.96 | 3.17 |
| Real Estate | - | 1.99 |
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