Aditya Birla Sun Life Focused Equity Fund vs Kotak Focused Equity Fund compare
Kotak Focused Fund- Regular plan _ Growth Option
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Fund | Kotak Focused Fund- Regular plan _ Growth Option | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹3707 Cr | ₹8055 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 16 Jul 2019 | 24 Oct 2005 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 21.79% | 45% |
Expense Ratio | 1.9 | 1.82 |
Manager | Arjun Khanna | Dhaval Joshi |
ISIN Code | INF174KA1EK3 | INF209K01462 |
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 | Aditya Birla Sun Life Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
1 Month | -2.38% | -4.65% |
6 Month | 8.08% | 4.86% |
1 Year | -1.53% | -1.29% |
3 Year | 15.38% | 15.24% |
5 Year | 19.72% | 18.74% |
SIP Return Analysis
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
6 Month | 6.38% | 2.86% |
1 Year | 9.07% | 3.82% |
3 Year | 16.15% | 15.7% |
5 Year | 15.97% | 15.48% |
Rolling Lumpsum Returns
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
1 Year | 14.9% | 12.63% |
3 Year | 17.25% | 12.49% |
5 Year | 19.96% | 13.73% |
Risk Management
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Standard Deviation | 12.95% | 12.25% |
Sharp | 0.99% | 1.12% |
Beta | 0.90% | 0.89% |
Alpha | 0.05% | 0.33% |
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Fund Managers
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Name | Arjun Khanna | Dhaval Joshi |
Total AUM | ₹169639 Cr | ₹361932 Cr |
Funds Managed | 24 | 55 |
Kotak Focused Fund- Regular plan _ Growth Option | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Market Cap
Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 5.27 | 13.4 |
Large Cap | 75 | 75.86 |
Mid Cap | 17.08 | 8.69 |
Small Cap | 2.66 | 2.05 |
Sector Allocation
Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 1.36 | 4.23 |
Energy | 3.88 | 5.89 |
Technology | 10.33 | 13.86 |
Industrials | 19.8 | 6.19 |
Financial Services | 27.76 | 31.19 |
Healthcare | 6.79 | 2.65 |
Consumer Defensive | 2.21 | 4.2 |
Utilities | 5.67 | 3.25 |
Consumer Cyclical | 13.33 | 16.8 |
Communication Services | 5.85 | 4.66 |
Basic Materials | 3.03 | 4.64 |
Real Estate | - | 2.43 |
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