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Quant Focused Fund vs Kotak Focused Equity Fund compare
Kotak Focused Fund- Regular plan _ Growth Option
Quant Focused Fund-Growth
Chart Comparison
Overview
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| Fund | Kotak Focused Fund- Regular plan _ Growth Option | Quant Focused Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹3942 Cr | ₹1064 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 16 Jul 2019 | 29 Aug 2008 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 21.79% | % |
| Expense Ratio | 1.9 | 2.18 |
| Manager | Arjun Khanna | Sanjeev Sharma |
| ISIN Code | INF174KA1EK3 | INF966L01374 |
| 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 | Quant Focused Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| 1 Month | -1.21% | -2.66% |
| 6 Month | 6.9% | 0.02% |
| 1 Year | 7.5% | -1.49% |
| 3 Year | 16% | 13.09% |
| 5 Year | 16.77% | 17.28% |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| 6 Month | 3.29% | 1.19% |
| 1 Year | 21.06% | 9.37% |
| 3 Year | 16.32% | 10.02% |
| 5 Year | 15.23% | 12.69% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| 1 Year | 12.62% | 13.6% |
| 3 Year | 16.98% | 16.87% |
| 5 Year | 19.81% | 16.18% |
Risk Management
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| Standard Deviation | 12.07% | 15.933% |
| Sharp | 0.76% | 0.641% |
| Beta | 0.90% | 1.052% |
| Alpha | 1.37% | 1.751% |
Fund Managers
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| Name | Arjun Khanna | Sanjeev Sharma |
| Total AUM | ₹169639 Cr | ₹39731 Cr |
| Funds Managed | 24 | 22 |
| Kotak Focused Fund- Regular plan _ Growth Option | Quant Focused Fund-Growth |
Market Cap
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 8.47 | 30.7 |
| Large Cap | 71.31 | 61.68 |
| Mid Cap | 18.85 | - |
| Small Cap | 1.38 | 7.62 |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 3.29 | 30.7 |
| Energy | 3.81 | 8.71 |
| Technology | 9.54 | 2.93 |
| Industrials | 20.15 | 7.14 |
| Financial Services | 27.73 | 20.61 |
| Healthcare | 5.65 | 3.59 |
| Consumer Defensive | 2.02 | - |
| Consumer Cyclical | 16.36 | 3.99 |
| Communication Services | 5.75 | - |
| Basic Materials | 2.74 | - |
| Utilities | 2.96 | 15.34 |
| Real Estate | - | 6.99 |
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