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Nippon India Focused Equity Fund vs Kotak Focused Equity Fund compare

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tortoise-icon Kotak Focused Equity Fund- Regular plan _ Growth Option

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tortoise-icon Nippon India Focused Equity Fund -Growth 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 Nippon India Focused Equity Fund -Growth Plan -Growth Option
Fund Kotak Focused Equity Fund- Regular plan _ Growth Option Nippon India Focused Equity Fund -Growth Plan -Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3349 Cr ₹7875 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 1.86
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 Equity Fund- Regular plan _ Growth Option Nippon India Focused Equity Fund -Growth Plan -Growth Option
1 Month 3.56% 3.75%
6 Month 1.75% 4.15%
1 Year 7.57% 8.77%
3 Year 17.27% 17.63%
5 Year 23.57% 27.53%

SIP Return Analysis

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Nippon India Focused Equity Fund -Growth Plan -Growth Option
6 Month 6.28% 8.27%
1 Year 4.72% 8.66%
3 Year 16.4% 16.58%
5 Year 16.29% 17.88%

Rolling Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Nippon India Focused Equity Fund -Growth Plan -Growth Option
1 Year 18.28% 11.09%
3 Year 17.37% 15.06%
5 Year 18.3% 16.01%

Risk Management

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Nippon India Focused Equity Fund -Growth Plan -Growth Option
Standard Deviation 13.295% 12.79%
Sharp 0.368% 0.56%
Beta 0.898% 0.91%
Alpha -1.119% -0.85%

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Fund Managers

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Nippon India Focused Equity Fund -Growth Plan -Growth Option
Name Arjun Khanna Vinay Sharma
Total AUM ₹169639 Cr ₹14183 Cr
Funds Managed 24 3
Kotak Focused Equity Fund- Regular plan _ Growth Option Nippon India Focused Equity Fund -Growth Plan -Growth Option

Market Cap

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

Nippon India Focused Equity Fund -Growth Plan -Growth Option

Others 4.22 5.32
Large Cap 75.43 54.84
Mid Cap 12.09 23.54
Small Cap 8.26 16.3

Sector Allocation

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

Nippon India Focused Equity Fund -Growth Plan -Growth Option

Others 1.27 5.32
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 -
Petroleum Products - 5.42
IT - Software - 4.17
IT - Services - 1.92
Finance - 9.61
Banks - 21.71
Cement & Cement Products - 3.29
Leisure Services - 5.63
Pharmaceuticals & Biotechnology - 4.89
Automobiles - 4.99
Entertainment - 1.06
Electrical Equipment - 2.95
Retailing - 8.06
Healthcare Services - 2.4
Auto Components - 4.83
Diversified - 3.48
Transport Services - 3.53
Industrial Manufacturing - 2.13
Capital Markets - 1.92
Insurance - 2.69

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