Aditya Birla Sun Life Focused Equity Fund vs Kotak Focused Equity Fund compare

Link copied to clipboard!

Kotak Focused Fund- Regular plan _ Growth Option

Invest Now

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹3697 Cr	₹7649 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

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Month	3.45%	4.84%
6 Month	12.3%	7.35%
1 Year	9.38%	5.98%
3 Year	16.01%	16.15%
5 Year	20.19%	19.15%

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month	1.91%	-0.56%
1 Year	13.28%	5.13%
3 Year	14.45%	12.44%
5 Year	14.38%	13.11%

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year	14.05%	12.49%
3 Year	17.12%	12.57%
5 Year	19.9%	13.8%

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Standard Deviation	12.07%	12.32%
Sharp	0.76%	0.75%
Beta	0.90%	0.91%
Alpha	0.68%	0.67%

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

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Others	5.87	13.75
Large Cap	72.8	76.87
Mid Cap	19.29	7.54
Small Cap	2.04	1.84

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Others	2.25	4.88
Energy	3.54	5.9
Technology	9.09	13.64
Industrials	20.77	6.82
Financial Services	26.71	29.04
Healthcare	5.26	2.41
Consumer Defensive	2.19	4.42
Utilities	4.62	3.21
Consumer Cyclical	17.02	17.47
Communication Services	5.48	4.24
Basic Materials	3.07	5.19
Real Estate	-	2.78