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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) | ₹3942 Cr | ₹1881 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 | -0.28% | -1.11% |
| 6 Month | 6.09% | 1.72% |
| 1 Year | 12.66% | 0.13% |
| 3 Year | 17.3% | 14.87% |
| 5 Year | 17.25% | 16.45% |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 4.43% | 1.64% |
| 1 Year | 21.19% | 9.6% |
| 3 Year | 16.61% | 11.45% |
| 5 Year | 15.61% | 13.24% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 12.51% | 16.84% |
| 3 Year | 16.94% | 18.29% |
| 5 Year | 19.76% | 19.98% |
Risk Management
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.07% | 12.46% |
| Sharp | 0.76% | 0.59% |
| Beta | 0.90% | 0.90% |
| Alpha | 1.37% | -0.41% |
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 | 8.47 | 7.53 |
| Large Cap | 71.31 | 71.56 |
| Mid Cap | 18.85 | 11.1 |
| Small Cap | 1.38 | 9.81 |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 3.29 | 5.77 |
| Energy | 3.81 | 4.63 |
| Technology | 9.54 | 12.83 |
| Industrials | 20.15 | 9.29 |
| Financial Services | 27.73 | 27.61 |
| Healthcare | 5.65 | 12.97 |
| Consumer Defensive | 2.02 | 1.84 |
| Consumer Cyclical | 16.36 | 10.1 |
| Communication Services | 5.75 | - |
| Basic Materials | 2.74 | 6.64 |
| Utilities | 2.96 | 5.47 |
| Real Estate | - | 2.86 |
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