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) | ₹3697 Cr | ₹7769 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| 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 | 3.45% | 2.39% |
| 6 Month | 12.3% | 8.29% |
| 1 Year | 9.38% | 3.33% |
| 3 Year | 16.01% | 11.84% |
| 5 Year | 20.19% | 16.5% |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 5.58% | 2.41% |
| 1 Year | 21.78% | 12.89% |
| 3 Year | 17.64% | 12.81% |
| 5 Year | 16.29% | 11.6% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 14.05% | 14.1% |
| 3 Year | 17.12% | 14.52% |
| 5 Year | 19.9% | 17.79% |
Risk Management
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 12.08% | 11.85% |
| Sharp | 0.76% | 0.45% |
| Beta | 0.90% | 0.82% |
| Alpha | 0.77% | -2.38% |
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 | 5.87 | 3.12 |
| Large Cap | 72.8 | 51.76 |
| Mid Cap | 19.29 | 20.72 |
| Small Cap | 2.04 | 24.4 |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| Others | 2.25 | 0.2 |
| Energy | 3.54 | - |
| Technology | 9.09 | 18.67 |
| Industrials | 20.77 | 6.11 |
| Financial Services | 26.71 | 22.91 |
| Healthcare | 5.26 | 5.98 |
| Consumer Defensive | 2.19 | 8.69 |
| Utilities | 4.62 | 3 |
| Consumer Cyclical | 17.02 | 24.01 |
| Communication Services | 5.48 | 3.85 |
| Basic Materials | 3.07 | 4.64 |
| Real Estate | - | 1.93 |
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