Kotak Focused Equity Fund vs Aditya Birla Sun Life 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) | ₹3659 Cr | ₹7731 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 | 2.4% | -0.13% |
6 Month | 14.16% | 9.66% |
1 Year | 3.02% | 2.45% |
3 Year | 15.9% | 15.2% |
5 Year | 20.05% | 18.69% |
SIP Return Analysis
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
6 Month | 5.88% | 1.71% |
1 Year | 10.37% | 2.61% |
3 Year | 15.53% | 14.08% |
5 Year | 15.31% | 14.29% |
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 | 12.25% | 12.25% |
Sharp | 0.76% | 0.82% |
Beta | 0.89% | 0.91% |
Alpha | 0.37% | -0.23% |
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 | 4.66 | 12.95 |
Large Cap | 74.77 | 77.58 |
Mid Cap | 18.2 | 7.44 |
Small Cap | 2.37 | 2.04 |
Sector Allocation
Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 1.12 | 4.42 |
Energy | 3.64 | 5.69 |
Technology | 9.59 | 13.55 |
Industrials | 20.28 | 6.28 |
Financial Services | 27.19 | 30.55 |
Healthcare | 7.08 | 2.82 |
Consumer Defensive | 2.39 | 4.32 |
Utilities | 5.57 | 3.38 |
Consumer Cyclical | 14.39 | 17.14 |
Communication Services | 5.65 | 4.62 |
Basic Materials | 3.11 | 4.82 |
Real Estate | - | 2.4 |
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