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 | ₹7904 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 | 1.47% | -1.19% |
| 6 Month | 5.99% | -2.65% |
| 1 Year | 16.08% | 3.14% |
| 3 Year | 17.65% | 11.03% |
| 5 Year | 15.84% | 11.1% |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 2.39% | -2.39% |
| 1 Year | 17.82% | 3.07% |
| 3 Year | 15.57% | 8.07% |
| 5 Year | 14.93% | 8.55% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 12.61% | 13.17% |
| 3 Year | 16.97% | 13.46% |
| 5 Year | 19.72% | 17.12% |
Risk Management
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 11.68% | 11.06% |
| Sharp | 0.93% | 0.53% |
| Beta | 0.9% | 0.81% |
| Alpha | 1.3% | -2.66% |
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 | 10.01 | 6.58 |
| Large Cap | 70.67 | 50.5 |
| Mid Cap | 19.31 | 21.85 |
| Small Cap | - | 21.06 |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| Others | 1.39 | 0.6 |
| Energy | 3.79 | - |
| Technology | 9.54 | 19.53 |
| Industrials | 20.21 | 7.1 |
| Financial Services | 29.76 | 22.81 |
| Healthcare | 5.71 | 5.95 |
| Consumer Defensive | 2.14 | 9.04 |
| Consumer Cyclical | 15.77 | 19.91 |
| Communication Services | 5.72 | 4.26 |
| Basic Materials | 3.01 | 5.17 |
| Utilities | 2.96 | 3.71 |
| Real Estate | - | 1.92 |
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