- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Nippon India Focused Equity Fund vs Kotak Focused Equity Fund compare
Kotak Focused Fund- Regular plan _ Growth Option
Nippon India Focused Fund - Growth Plan -Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Fund | Kotak Focused Fund- Regular plan _ Growth Option | Nippon India Focused Fund - Growth Plan -Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹3636 Cr | ₹8420 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 16 Jul 2019 | 26 Dec 2006 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 |
| Turn Over | 21.79% | 59% |
| Expense Ratio | 1.9 | 1.84 |
| Manager | Arjun Khanna | Vinay Sharma |
| ISIN Code | INF174KA1EK3 | INF204K01GE7 |
| 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 | Nippon India Focused Equity 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 | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 1 Month | 2% | 2.35% |
| 6 Month | 18.26% | 17.28% |
| 1 Year | 0.35% | -1.4% |
| 3 Year | 14.82% | 13.44% |
| 5 Year | 19.69% | 21.6% |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 6 Month | 5.8% | 3.57% |
| 1 Year | 16.21% | 12.92% |
| 3 Year | 16.41% | 14.38% |
| 5 Year | 15.58% | 15.26% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 1 Year | 14.9% | 10.41% |
| 3 Year | 17.25% | 15.09% |
| 5 Year | 19.96% | 16.39% |
Risk Management
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Standard Deviation | 12.23% | 12.79% |
| Sharp | 0.66% | 0.61% |
| Beta | 0.89% | 0.91% |
| Alpha | 1.02% | -0.65% |
Fund Managers
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Name | Arjun Khanna | Vinay Sharma |
| Total AUM | ₹169639 Cr | ₹14183 Cr |
| Funds Managed | 24 | 3 |
| Kotak Focused Fund- Regular plan _ Growth Option | Nippon India Focused Fund - Growth Plan -Growth Option |
Market Cap
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Others | 4.66 | 3.36 |
| Large Cap | 74.77 | 60.49 |
| Mid Cap | 18.2 | 22.51 |
| Small Cap | 2.37 | 13.64 |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Others | 1.12 | 3.36 |
| Energy | 3.64 | 5.59 |
| Technology | 9.59 | 3.96 |
| Industrials | 20.28 | 11.47 |
| Financial Services | 27.19 | 32.14 |
| Healthcare | 7.08 | 11.11 |
| Consumer Defensive | 2.39 | 1.73 |
| Utilities | 5.57 | 3.77 |
| Consumer Cyclical | 14.39 | 22.6 |
| Communication Services | 5.65 | 1.07 |
| Basic Materials | 3.11 | 3.19 |
Top Comparisons
PGIM India Balanced Advantage Fund - Regular Growth
3Y Returns8.94%
HSBC Balanced Advantage Fund - Regular Growth
3Y Returns11.51%
UTI Focused Fund- Regular Plan - Growth Option
3Y Returns14%
Quant Focused Fund-Growth
3Y Returns12.07%
BANDHAN Low Duration Fund - Regular Plan - Growth
3Y Returns7.1%
LIC MF LOW DURATION FUND-Growth
3Y Returns6.77%
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
3Y Returns8.85%
HSBC Conservative Hybrid Fund - Regular Growth
3Y Returns10.22%
