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) | ₹3707 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 | -1.38% | -3.55% |
6 Month | 9.19% | 1.93% |
1 Year | -0.24% | -10.05% |
3 Year | 16.17% | 16.67% |
5 Year | 19.98% | 21.74% |
SIP Return Analysis
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Quant Focused Fund-Growth |
---|---|---|
6 Month | 6.38% | 4.06% |
1 Year | 9.07% | -0.08% |
3 Year | 16.15% | 12.84% |
5 Year | 15.97% | 15.73% |
Rolling Lumpsum Returns
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Quant Focused Fund-Growth |
---|---|---|
1 Year | 14.9% | 13.99% |
3 Year | 17.25% | 17.21% |
5 Year | 19.96% | 15.96% |
Risk Management
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Quant Focused Fund-Growth |
---|---|---|
Standard Deviation | 12.95% | 15.933% |
Sharp | 0.99% | 0.641% |
Beta | 0.90% | 1.052% |
Alpha | 0.05% | 1.751% |
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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 | 5.27 | 14.43 |
Large Cap | 75 | 75.35 |
Mid Cap | 17.08 | 0 |
Small Cap | 2.66 | 10.22 |
Sector Allocation
Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Quant Focused Fund-Growth |
---|---|---|
Others | 1.36 | 14.43 |
Energy | 3.88 | 17.24 |
Technology | 10.33 | 3.02 |
Industrials | 19.8 | 8.07 |
Financial Services | 27.76 | 22.16 |
Healthcare | 6.79 | 5.53 |
Consumer Defensive | 2.21 | 2.91 |
Utilities | 5.67 | 5.24 |
Consumer Cyclical | 13.33 | 3.24 |
Communication Services | 5.85 | - |
Basic Materials | 3.03 | 11.05 |
Real Estate | - | 7.11 |
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