Tata Focused Equity Fund vs Kotak Focused Equity Fund compare

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Kotak Focused Fund- Regular plan _ Growth Option

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Tata Focused Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹3707 Cr	₹1847 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

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Tata Focused Fund-Regular Plan-Growth
1 Month	-2.38%	-1.85%
6 Month	8.08%	3.56%
1 Year	-1.53%	-4.74%
3 Year	15.38%	15.58%
5 Year	19.72%	20.54%

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Tata Focused Fund-Regular Plan-Growth
6 Month	6.38%	3.09%
1 Year	9.07%	-0.81%
3 Year	16.15%	13.5%
5 Year	15.97%	15.19%

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%

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Tata Focused Fund-Regular Plan-Growth
Standard Deviation	12.95%	13.69%
Sharp	0.99%	0.92%
Beta	0.90%	0.93%
Alpha	0.05%	-0.56%

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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

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Tata Focused Fund-Regular Plan-Growth
Others	5.27	9.07
Large Cap	75	57.74
Mid Cap	17.08	15.54
Small Cap	2.66	17.66

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Tata Focused Fund-Regular Plan-Growth
Others	1.36	9.07
Energy	3.88	4.52
Technology	10.33	14.61
Industrials	19.8	7.84
Financial Services	27.76	27.11
Healthcare	6.79	12.46
Consumer Defensive	2.21	1.74
Utilities	5.67	6.81
Consumer Cyclical	13.33	11.59
Communication Services	5.85	-
Basic Materials	3.03	2.3
Real Estate	-	1.96