Motilal Oswal Focused 25 Fund (MOF25) vs Kotak Focused Equity Fund compare

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Kotak Focused Equity Fund- Regular plan _ Growth Option

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Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Fund	Kotak Focused Equity Fund- Regular plan _ Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3349 Cr	₹1555 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹500
Launch Date	16 Jul 2019	13 May 2013
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	21.79%	70%
Expense Ratio	1.9	2.15
Manager	Arjun Khanna	Rakesh Shetty
ISIN Code	INF174KA1EK3	INF247L01155
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	Motilal Oswal Focused Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
1 Month	3.07%	6.75%
6 Month	-1.61%	-8.16%
1 Year	3.58%	-3.54%
3 Year	19.06%	13.44%
5 Year	21.93%	15.41%

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
6 Month	8.13%	10.96%
1 Year	6.35%	-1.14%
3 Year	15.82%	8.7%
5 Year	15.83%	9.75%

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
1 Year	16.08%	13.09%
3 Year	17.15%	12.57%
5 Year	19.33%	13.03%

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Standard Deviation	13.295%	15.55%
Sharp	0.368%	0.44%
Beta	0.898%	0.99%
Alpha	-1.119%	-5.02%

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Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Name	Arjun Khanna	Rakesh Shetty
Total AUM	₹169639 Cr	₹33886 Cr
Funds Managed	24	19
	Kotak Focused Equity Fund- Regular plan _ Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Others	4.22	1.7
Large Cap	75.43	11.14
Mid Cap	12.09	33.87
Small Cap	8.26	53.3

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Others	1.27	1.7
Energy	3.85	-
Technology	13.03	-
Industrials	19.62	-
Financial Services	24.56	-
Healthcare	7.2	3.7
Consumer Cyclical	13.45	-
Consumer Defensive	2.32	-
Utilities	6.27	-
Communication Services	5.24	-
Basic Materials	3.19	-
Electrical Equipment	-	9.65
Pharmaceuticals & Biotechnology	-	2.3
Aerospace & Defense	-	12.42
Chemicals & Petrochemicals	-	2.88
Capital Goods	-	6.65
Transport Infrastructure	-	2.77
Finance	-	20.25
Auto Components	-	10.32
Consumer Durables	-	5.73
Industrial Products	-	2.83
Capital Markets	-	5.45
Industrial Manufacturing	-	2.57
Beverages	-	4.72
Financial Technology (Fintech)	-	6.07