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) | ₹3697 Cr | ₹8464 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 | 3.45% | 2.36% |
| 6 Month | 12.3% | 7.49% |
| 1 Year | 9.38% | 4.61% |
| 3 Year | 16.01% | 14.11% |
| 5 Year | 20.19% | 22.6% |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 6 Month | 5.58% | 1.71% |
| 1 Year | 21.78% | 13.95% |
| 3 Year | 17.64% | 14.25% |
| 5 Year | 16.29% | 14.94% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 1 Year | 14.05% | 10.22% |
| 3 Year | 17.12% | 14.95% |
| 5 Year | 19.9% | 16.49% |
Risk Management
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Standard Deviation | 12.08% | 12.79% |
| Sharp | 0.76% | 0.69% |
| Beta | 0.90% | 0.91% |
| Alpha | 0.77% | -0.87% |
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 | 5.87 | 4.89 |
| Large Cap | 72.8 | 61.37 |
| Mid Cap | 19.29 | 20.85 |
| Small Cap | 2.04 | 12.89 |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Others | 2.25 | 4.89 |
| Energy | 3.54 | 5.58 |
| Technology | 9.09 | 4.86 |
| Industrials | 20.77 | 10.88 |
| Financial Services | 26.71 | 33.01 |
| Healthcare | 5.26 | 10.35 |
| Consumer Defensive | 2.19 | 3.08 |
| Utilities | 4.62 | 3.9 |
| Consumer Cyclical | 17.02 | 19.03 |
| Communication Services | 5.48 | 1.17 |
| Basic Materials | 3.07 | 3.25 |
Top Comparisons
Invesco India Infrastructure Fund - Growth Option
3Y Returns24.79%
Quant Infrastructure Fund - Growth Option
3Y Returns18.71%
Invesco India Liquid Fund - Bonus Option
3Y Returns%
Mirae Asset Liquid Fund - Growth
3Y Returns6.99%
Tata Short Term Bond Fund -Regular Plan- Growth Option
3Y Returns7.14%
Axis Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.77%
Tata Money Market Fund-Regular Plan - Growth Option
3Y Returns7.56%
Axis Money Market Fund - Regular Plan - Growth Option
3Y Returns7.57%