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Tata Focused Equity Fund vs Kotak Focused Equity Fund compare
Kotak Focused Fund- Regular plan _ Growth Option
Tata Focused Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Kotak Focused Fund- Regular plan _ Growth Option | Tata Focused Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹3636 Cr | ₹1813 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 16 Jul 2019 | 05 Dec 2019 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 21.79% | 32.33% |
| Expense Ratio | 1.9 | 2.04 |
| Manager | Arjun Khanna | Kapil Malhotra |
| ISIN Code | INF174KA1EK3 | INF277K010Y2 |
| 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 | Tata Focused Equity Fund - Regular Plan - 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 | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 2% | 1.41% |
| 6 Month | 18.26% | 15.27% |
| 1 Year | 0.35% | -5.89% |
| 3 Year | 14.82% | 14.87% |
| 5 Year | 19.69% | 19.91% |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 5.8% | 3.9% |
| 1 Year | 16.21% | 8.22% |
| 3 Year | 16.41% | 13.85% |
| 5 Year | 15.58% | 14.8% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 14.9% | 19.73% |
| 3 Year | 17.25% | 18.87% |
| 5 Year | 19.96% | 21.71% |
Risk Management
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.23% | 13.13% |
| Sharp | 0.66% | 0.62% |
| Beta | 0.89% | 0.93% |
| Alpha | 1.02% | 0.77% |
Fund Managers
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Name | Arjun Khanna | Kapil Malhotra |
| Total AUM | ₹169639 Cr | ₹18472 Cr |
| Funds Managed | 24 | 7 |
| Kotak Focused Fund- Regular plan _ Growth Option | Tata Focused Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 4.66 | 9.79 |
| Large Cap | 74.77 | 56.53 |
| Mid Cap | 18.2 | 15.42 |
| Small Cap | 2.37 | 18.27 |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 1.12 | 9.79 |
| Energy | 3.64 | 4.24 |
| Technology | 9.59 | 13.58 |
| Industrials | 20.28 | 7.99 |
| Financial Services | 27.19 | 26.76 |
| Healthcare | 7.08 | 15.33 |
| Consumer Defensive | 2.39 | 1.93 |
| Utilities | 5.57 | 6.83 |
| Consumer Cyclical | 14.39 | 9.41 |
| Communication Services | 5.65 | - |
| Basic Materials | 3.11 | 2.36 |
| Real Estate | - | 1.78 |
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