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) | ₹3636 Cr | ₹8017 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 | 2.95% | 3.89% |
6 Month | 17.59% | 17.43% |
1 Year | 0.17% | 0.32% |
3 Year | 14.89% | 11.15% |
5 Year | 20.07% | 17.05% |
SIP Return Analysis
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Mirae Asset Focused Fund Regular Plan Growth |
---|---|---|
6 Month | 5.8% | 5.53% |
1 Year | 16.21% | 13.87% |
3 Year | 16.41% | 13.44% |
5 Year | 15.58% | 12% |
Rolling Lumpsum Returns
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Mirae Asset Focused Fund Regular Plan Growth |
---|---|---|
1 Year | 14.9% | 14.53% |
3 Year | 17.25% | 15.16% |
5 Year | 19.96% | 18.18% |
Risk Management
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Mirae Asset Focused Fund Regular Plan Growth |
---|---|---|
Standard Deviation | 12.23% | 12.08% |
Sharp | 0.66% | 0.36% |
Beta | 0.89% | 0.82% |
Alpha | 1.02% | -2.11% |
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 | 4.66 | 5.35 |
Large Cap | 74.77 | 46.98 |
Mid Cap | 18.2 | 22.67 |
Small Cap | 2.37 | 25 |
Sector Allocation
Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Mirae Asset Focused Fund Regular Plan Growth |
---|---|---|
Others | 1.12 | 4.35 |
Energy | 3.64 | - |
Technology | 9.59 | 20.56 |
Industrials | 20.28 | 6.06 |
Financial Services | 27.19 | 20.76 |
Healthcare | 7.08 | 6.03 |
Consumer Defensive | 2.39 | 6.18 |
Utilities | 5.57 | 3 |
Consumer Cyclical | 14.39 | 21.8 |
Communication Services | 5.65 | 3.8 |
Basic Materials | 3.11 | 5.53 |
Real Estate | - | 1.94 |
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