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) | ₹3707 Cr | ₹8084 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 | -1.3% | 0.34% |
6 Month | 10.63% | 9.84% |
1 Year | 0.48% | 5.37% |
3 Year | 16.25% | 12.39% |
5 Year | 20.04% | 18.1% |
SIP Return Analysis
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Mirae Asset Focused Fund Regular Plan Growth |
---|---|---|
6 Month | 6.38% | 7.1% |
1 Year | 9.07% | 9.69% |
3 Year | 16.15% | 13.6% |
5 Year | 15.97% | 12.69% |
Rolling Lumpsum Returns
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Mirae Asset Focused Fund Regular Plan Growth |
---|---|---|
1 Year | 16.08% | 15.02% |
3 Year | 17.15% | 15.38% |
5 Year | 19.33% | 17.62% |
Risk Management
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Mirae Asset Focused Fund Regular Plan Growth |
---|---|---|
Standard Deviation | 12.95% | 12.40% |
Sharp | 0.99% | 0.64% |
Beta | 0.90% | 0.81% |
Alpha | 0.05% | -3.59% |
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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 | 5.27 | 3.73 |
Large Cap | 75 | 45.65 |
Mid Cap | 17.08 | 22.43 |
Small Cap | 2.66 | 28.19 |
Sector Allocation
Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Mirae Asset Focused Fund Regular Plan Growth |
---|---|---|
Others | 1.36 | 2.29 |
Energy | 3.88 | - |
Technology | 10.33 | 20.09 |
Industrials | 19.8 | 6.09 |
Financial Services | 27.76 | 24.88 |
Healthcare | 6.79 | 5.33 |
Consumer Defensive | 2.21 | 3.84 |
Utilities | 5.67 | 3.51 |
Consumer Cyclical | 13.33 | 22.55 |
Communication Services | 5.85 | 3.96 |
Basic Materials | 3.03 | 5.7 |
Real Estate | - | 1.76 |
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