UTI Focused Fund vs Kotak Focused Equity Fund compare

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Kotak Focused Equity 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 Equity Fund- Regular plan _ Growth Option	UTI Focused Fund- Regular Plan - Growth Option
Fund	Kotak Focused Equity Fund- Regular plan _ Growth Option	UTI Focused Fund- Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3349 Cr	₹2563 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

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	UTI Focused Fund- Regular Plan - Growth Option
1 Month	2.84%	3.08%
6 Month	-3.28%	-3.47%
1 Year	6.56%	5.82%
3 Year	13.78%	15.65%
5 Year	21.08%	-

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	UTI Focused Fund- Regular Plan - Growth Option
6 Month	1.3%	1.58%
1 Year	-4.39%	-4.55%
3 Year	14.05%	14.42%
5 Year	15.32%	-

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	UTI Focused Fund- Regular Plan - Growth Option
1 Year	18.28%	17.01%
3 Year	17.37%	14.5%
5 Year	18.3%	-

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	UTI Focused Fund- Regular Plan - Growth Option
Standard Deviation	13.295%	13.63%
Sharp	0.368%	0.547%
Beta	0.898%	0.916%
Alpha	-1.119%	0.08%

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Scheme Name	Kotak Focused Equity 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 Equity Fund- Regular plan _ Growth Option	UTI Focused Fund- Regular Plan - Growth Option

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	UTI Focused Fund- Regular Plan - Growth Option
Others	4.22	2.2
Large Cap	75.43	74.03
Mid Cap	12.09	21.98
Small Cap	8.26	1.79

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	UTI Focused Fund- Regular Plan - Growth Option
Others	1.27	2.2
Energy	3.85	2.9
Technology	13.03	11.08
Industrials	19.62	10.39
Financial Services	24.56	32.25
Healthcare	7.2	5.83
Consumer Cyclical	13.45	11.33
Consumer Defensive	2.32	7.15
Utilities	6.27	4.04
Communication Services	5.24	5.15
Basic Materials	3.19	5.06
Real Estate	-	2.62