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

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Kotak Focused Equity Fund- Regular plan _ Growth Option

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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 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

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Month	6.84%	8.01%
6 Month	3.06%	4.58%
1 Year	9.9%	14.57%
3 Year	18.65%	19.46%
5 Year	23.66%	23.34%

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month	6.28%	6.92%
1 Year	4.72%	8.8%
3 Year	16.4%	18.47%
5 Year	16.29%	17.17%

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year	18.28%	12.97%
3 Year	17.37%	12.3%
5 Year	18.3%	13.39%

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%	0.7%
Beta	0.898%	0.89%
Alpha	-1.119%	0.77%

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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

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Others	4.22	1
Large Cap	75.43	83.9
Mid Cap	12.09	12.69
Small Cap	8.26	1.59

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Others	1.27	1
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	-	5.48
IT - Software	-	11.91
Construction	-	4.48
Non - Ferrous Metals	-	2.77
Banks	-	21.84
Pharmaceuticals & Biotechnology	-	3.01
Automobiles	-	8.85
Insurance	-	5.32
Agricultural Food & other Products	-	2.42
Realty	-	2.79
Consumer Durables	-	4.14
Finance	-	5.46
Telecom - Services	-	5.22
Cement & Cement Products	-	1.9
Power	-	3.8
Transport Infrastructure	-	1.99
Retailing	-	3.85
Beverages	-	2.95