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Aditya Birla Sun Life Focused Equity Fund vs Kotak Focused Equity Fund compare
Kotak Focused Equity Fund- Regular plan _ Growth Option
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Fund | Kotak Focused Equity Fund- Regular plan _ Growth Option | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3349 Cr | ₹7354 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 Equity Fund- Regular plan _ Growth Option | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Month | 3.07% | 1.74% |
| 6 Month | -1.61% | -0.53% |
| 1 Year | 3.58% | 8.2% |
| 3 Year | 19.06% | 19.7% |
| 5 Year | 21.93% | 21.67% |
SIP Return Analysis
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 6 Month | 8.13% | 7.31% |
| 1 Year | 6.35% | 7.89% |
| 3 Year | 15.82% | 17.25% |
| 5 Year | 15.83% | 16.37% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Year | 16.08% | 12.74% |
| 3 Year | 17.15% | 12.42% |
| 5 Year | 19.33% | 13.62% |
Risk Management
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Standard Deviation | 13.295% | 12.25% |
| Sharp | 0.368% | 0.83% |
| Beta | 0.898% | 0.9% |
| Alpha | -1.119% | -0.11% |
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Fund Managers
| Scheme Name | Kotak Focused Equity 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 Equity Fund- Regular plan _ Growth Option | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Market Cap
| Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 4.22 | 2.82 |
| Large Cap | 75.43 | 82.09 |
| Mid Cap | 12.09 | 12.34 |
| Small Cap | 8.26 | 1.96 |
Sector Allocation
| Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 1.27 | 2.82 |
| Energy | 3.85 | - |
| Technology | 13.03 | - |
| Industrials | 19.62 | - |
| Financial Services | 24.56 | - |
| Healthcare | 7.2 | - |
| Consumer Cyclical | 13.45 | - |
| Consumer Defensive | 2.32 | - |
| Utilities | 6.27 | - |
| Communication Services | 5.24 | - |
| Basic Materials | 3.19 | - |
| Petroleum Products | - | 5.85 |
| IT - Software | - | 11.91 |
| Construction | - | 4.15 |
| Non - Ferrous Metals | - | 2.59 |
| Banks | - | 22.48 |
| Pharmaceuticals & Biotechnology | - | 3.08 |
| Automobiles | - | 7.36 |
| Insurance | - | 5.66 |
| Agricultural Food & other Products | - | 2.38 |
| Realty | - | 2.74 |
| Consumer Durables | - | 4.06 |
| Finance | - | 5.02 |
| Telecom - Services | - | 4.58 |
| Cement & Cement Products | - | 1.97 |
| Power | - | 3.65 |
| Transport Infrastructure | - | 1.99 |
| Retailing | - | 3.81 |
| Beverages | - | 3.11 |
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