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

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tortoise-icon Kotak Focused Equity 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 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 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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

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

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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 1
Large Cap 75.43 83.9
Mid Cap 12.09 12.69
Small Cap 8.26 1.59

Sector Allocation

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

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