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

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tortoise-icon Kotak Focused Fund- Regular plan _ Growth Option

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tortoise-icon Aditya Birla Sun Life Focused Equity Fund -Growth Option

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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) ₹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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