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Kotak Focused Fund vs Invesco India Focused Fund

Put two or three funds side by side — returns, risk, what they cost and what they actually hold. Figures are for the Direct plan, Growth option, where a fund has one.

  • Kotak Focused Fund
  • Invesco India Focused Fund
Kotak Focused Fund compared with Invesco India Focused Fund
FundKotak Mahindra Mutual FundKotak Focused FundFocused Fund · Direct planNAV ₹30.03Invesco Mutual FundInvesco India Focused FundFocused Fund · Direct planNAV ₹31.87
Returns
1 year4.4% (best of these funds)2.3%
3 yearsa year14.2%21.1% (best of these funds)
5 yearsa year12.1%14.9% (best of these funds)
Risk
Volatilitya year14.2% (best of these funds)16.1%
Worst fall−36.3%−22% (best of these funds)
Best year92.8% (best of these funds)77%
Worst year-4.2% (best of these funds)-11.9%
Years in gain96% (best of these funds)77%
Cost and size
Expense ratio0.73%0.49% (best of these funds)
Fund size₹4,549 Cr₹6,454 Cr
Minimum SIP₹100₹100
Lock-inNoneNone

Returns beyond a year are annualised. The stronger figure in each row is marked, which is not a recommendation: a fund that returned more usually took more risk to do it.

Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.