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

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Kotak Focused 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 Fund- Regular plan _ Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Fund	Kotak Focused Fund- Regular plan _ Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹3659 Cr	₹1531 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 Fund- Regular plan _ Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
1 Month	1.41%	-3.38%
6 Month	14.16%	17.17%
1 Year	2.74%	-10.37%
3 Year	15.14%	8.03%
5 Year	19.74%	12.92%

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
6 Month	5.88%	3.37%
1 Year	10.37%	-4.26%
3 Year	15.53%	5.65%
5 Year	15.31%	7.69%

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
1 Year	14.9%	12.53%
3 Year	17.25%	12.59%
5 Year	19.96%	13.21%

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Standard Deviation	12.25%	12.4%
Sharp	0.76%	0.35%
Beta	0.89%	1.11%
Alpha	0.37%	-6.55%

Scheme Name	Kotak Focused 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 Fund- Regular plan _ Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Others	4.66	11.04
Large Cap	74.77	3.1
Mid Cap	18.2	37.09
Small Cap	2.37	48.77

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Others	1.12	6.93
Energy	3.64	-
Technology	9.59	17
Industrials	20.28	22.55
Financial Services	27.19	26.67
Healthcare	7.08	4.11
Consumer Defensive	2.39	4.35
Utilities	5.57	-
Consumer Cyclical	14.39	13.96
Communication Services	5.65	-
Basic Materials	3.11	2.43
Real Estate	-	2