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Tata Focused Equity Fund vs Kotak Focused Equity Fund compare

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tortoise-icon Kotak Focused Equity Fund- Regular plan _ Growth Option

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tortoise-icon Tata Focused Equity 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 Equity Fund- Regular plan _ Growth Option Tata Focused Equity Fund-Regular Plan-Growth
Fund Kotak Focused Equity Fund- Regular plan _ Growth Option Tata Focused Equity Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3349 Cr ₹1739 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 Equity Fund- Regular plan _ Growth Option Tata Focused Equity Fund-Regular Plan-Growth
1 Month 8.35% 8.26%
6 Month 0.47% -3.88%
1 Year 10.77% 9.04%
3 Year 18.05% 18.42%
5 Year 23.2% 24.19%

SIP Return Analysis

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Tata Focused Equity Fund-Regular Plan-Growth
6 Month 1.05% -1.67%
1 Year -4.79% -10.05%
3 Year 12.89% 11.98%
5 Year 14.3% 14.55%

Rolling Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Tata Focused Equity Fund-Regular Plan-Growth
1 Year 18.28% 22.62%
3 Year 17.37% 19.32%
5 Year 18.3% 18.37%

Risk Management

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Tata Focused Equity Fund-Regular Plan-Growth
Standard Deviation 13.295% 14.255%
Sharp 0.368% 0.518%
Beta 0.898% 0.995%
Alpha -1.119% -0.625%

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Fund Managers

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Tata Focused Equity Fund-Regular Plan-Growth
Name Arjun Khanna Kapil Malhotra
Total AUM ₹169639 Cr ₹18472 Cr
Funds Managed 24 7
Kotak Focused Equity Fund- Regular plan _ Growth Option Tata Focused Equity Fund-Regular Plan-Growth

Market Cap

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

Tata Focused Equity Fund-Regular Plan-Growth

Others 4.22 4.77
Large Cap 75.43 58.06
Mid Cap 12.09 16.49
Small Cap 8.26 20.69

Sector Allocation

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

Tata Focused Equity Fund-Regular Plan-Growth

Others 1.27 4.77
Energy 3.85 4.04
Technology 13.03 12.7
Industrials 19.62 13.18
Financial Services 24.56 28.27
Healthcare 7.2 7.4
Consumer Cyclical 13.45 16.91
Consumer Defensive 2.32 -
Utilities 6.27 6.35
Communication Services 5.24 1.99
Basic Materials 3.19 2.32
Real Estate - 2.06

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