Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is Σ min(weight) over the stocks both hold, from the latest disclosures.
Overlap
share of the portfolio the two funds hold in common
| Kotak Focused | Franklin India Focused Equity | |
|---|---|---|
| Kotak Focused | itself | 0% |
| Franklin India Focused Equity | 0% | itself |
Most alike: Kotak Focused Fund and Franklin India Focused Equity Fund share 0% of their portfolios. Two funds this different are doing different things; whether that is what you want is a separate question.
Side by side
record, cost, returns, drawdown, size
| Measure | Kotak Focused | Franklin India Focused Equity |
|---|---|---|
| Category | Focused | Focused |
| Share of three-year stretches it beat its category P4 | 47% of 51 | 47% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.76% | 1.10% |
| Portfolio turned over a year P1 | not measured | 54% |
| Run by P7 | not known | not known |
| 1-year return | 5.0% | −9.4% |
| 3 years p.a. | 14.9% | 8.1% |
| 5 years p.a. | 12.2% | 9.6% |
| Deepest fall (max drawdown) | −17.9% | −17.8% |
| Assets (AUM) | ₹4,109 Cr | ₹11,566 Cr |
| Disclosed history | — | 12 yrs |
| Holdings · top ten weight | — · — | 30 · 60% |
Funds in different categories are not comparable on returns — a category error is the first thing the postulates refuse to make. Compare each to its own category on its fund page.