UTI Focused Fund vs Kotak Focused Equity Fund compare

UTI Focused Fund vs Kotak Focused Equity Fund compare

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Kotak Focused Fund- Regular plan _ Growth Option

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UTI Focused Fund- Regular Plan - Growth Option

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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	UTI Focused Fund- Regular Plan - Growth Option
Fund	Kotak Focused Fund- Regular plan _ Growth Option	UTI Focused Fund- Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹3659 Cr	₹2590 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	16 Jul 2019	25 Aug 2021
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	21.79%	39.82%
Expense Ratio	1.9	1.98
Manager	Arjun Khanna	Deepesh Agarwal
ISIN Code	INF174KA1EK3	INF789F1AUY5
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	UTI Focused 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	UTI Focused Fund- Regular Plan - Growth Option
1 Month	1.97%	0.45%
6 Month	14.2%	8.66%
1 Year	3.12%	-1.45%
3 Year	15.75%	14.23%
5 Year	19.83%	-

SIP Return Analysis

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	UTI Focused Fund- Regular Plan - Growth Option
6 Month	5.88%	1.47%
1 Year	10.37%	0.27%
3 Year	15.53%	12.2%
5 Year	15.31%	-

Rolling Lumpsum Returns

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	UTI Focused Fund- Regular Plan - Growth Option
1 Year	14.9%	14.04%
3 Year	17.25%	15.12%
5 Year	19.96%	-

Risk Management

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	UTI Focused Fund- Regular Plan - Growth Option
Standard Deviation	12.25%	13.04%
Sharp	0.76%	0.65%
Beta	0.89%	0.91%
Alpha	0.37%	-0.68%

Fund Managers

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	UTI Focused Fund- Regular Plan - Growth Option
Name	Arjun Khanna	Deepesh Agarwal
Total AUM	₹169639 Cr	₹35015 Cr
Funds Managed	24	9
	Kotak Focused Fund- Regular plan _ Growth Option	UTI Focused Fund- Regular Plan - Growth Option

Market Cap

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	UTI Focused Fund- Regular Plan - Growth Option
Others	4.66	5.8
Large Cap	74.77	70.41
Mid Cap	18.2	21.69
Small Cap	2.37	2.1

Sector Allocation

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	UTI Focused Fund- Regular Plan - Growth Option
Others	1.12	1.8
Energy	3.64	3.76
Technology	9.59	9.04
Industrials	20.28	12.35
Financial Services	27.19	31.59
Healthcare	7.08	6.04
Consumer Defensive	2.39	7.55
Utilities	5.57	4.33
Consumer Cyclical	14.39	10.46
Communication Services	5.65	4.79
Basic Materials	3.11	6
Real Estate	-	2.29

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