- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Tata Focused Equity Fund vs Kotak Focused Equity Fund compare
Kotak Focused Equity Fund- Regular plan _ Growth Option
Tata Focused Equity Fund-Regular Plan-Growth
Chart Comparison
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 | 3.07% | 1.47% |
| 6 Month | -1.61% | -6.07% |
| 1 Year | 3.58% | 2.37% |
| 3 Year | 19.06% | 19.16% |
| 5 Year | 21.93% | 22.79% |
SIP Return Analysis
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 8.13% | 5.62% |
| 1 Year | 6.35% | -0.48% |
| 3 Year | 15.82% | 14.36% |
| 5 Year | 15.83% | 15.72% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 16.08% | 20.84% |
| 3 Year | 17.15% | 18.86% |
| 5 Year | 19.33% | 19.02% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
3Y Returns27.86%
LIC MF Infrastructure Fund-Growth
3Y Returns32.94%
HDFC Non-Cyclical Consumer Fund - Regular (G)
3Y Returns0%
Nippon India Consumption Fund-Growth Plan-Growth Option
3Y Returns21.83%
ITI Liquid Fund Regular - Growth
3Y Returns6.59%
DSP Liquidity Fund - Regular Plan - Growth
3Y Returns6.92%
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
3Y Returns21.11%
LIC MF Flexi Cap Fund-Growth
3Y Returns17.09%
