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	₹1504 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	2.04
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	3.56%	8.87%
6 Month	1.75%	-8.09%
1 Year	7.57%	-0.33%
3 Year	17.27%	12.47%
5 Year	23.57%	16.49%

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
6 Month	6.28%	5.97%
1 Year	4.72%	-6.62%
3 Year	16.4%	8.17%
5 Year	16.29%	9.52%

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
1 Year	18.28%	13.81%
3 Year	17.37%	12.65%
5 Year	18.3%	12.9%

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Standard Deviation	13.295%	12.4%
Sharp	0.368%	0.18%
Beta	0.898%	1.03%
Alpha	-1.119%	-6.87%

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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	9.95
Large Cap	75.43	9.23
Mid Cap	12.09	26.22
Small Cap	8.26	54.6

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Others	1.27	9.95
Energy	3.85	-
Technology	13.03	-
Industrials	19.62	-
Financial Services	24.56	-
Healthcare	7.2	-
Consumer Cyclical	13.45	-
Consumer Defensive	2.32	-
Utilities	6.27	-
Communication Services	5.24	-
Basic Materials	3.19	-
Pharmaceuticals & Biotechnology	-	5.09
Banks	-	1.79
Electrical Equipment	-	12.27
Aerospace & Defense	-	8.1
Chemicals & Petrochemicals	-	2.42
Transport Infrastructure	-	2.55
Automobiles	-	2.04
Finance	-	18.69
Auto Components	-	10.52
Consumer Durables	-	5.39
Leisure Services	-	0.14
IT - Software	-	2.89
Industrial Products	-	3.07
Capital Markets	-	5.02
Beverages	-	4.58
Financial Technology (Fintech)	-	5.49