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Kotak Focused Equity Fund vs Aditya Birla Sun Life 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 | 2.84% | 3.46% |
| 6 Month | -3.28% | -1.78% |
| 1 Year | 6.56% | 9.37% |
| 3 Year | 13.78% | 15.47% |
| 5 Year | 21.08% | 21.13% |
SIP Return Analysis
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 6 Month | 1.3% | 1.86% |
| 1 Year | -4.39% | -0.34% |
| 3 Year | 14.05% | 16.25% |
| 5 Year | 15.32% | 16.21% |
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% | 0.46% |
| Beta | 0.898% | 0.89% |
| Alpha | -1.119% | -0.05% |
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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 | 1.63 |
| Large Cap | 75.43 | 84.34 |
| Mid Cap | 12.09 | 12.27 |
| Small Cap | 8.26 | 1.58 |
Sector Allocation
| Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 1.27 | 1.63 |
| 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 | - | 5.47 |
| IT - Software | - | 12.04 |
| Construction | - | 4.3 |
| Diversified FMCG | - | 1.49 |
| Non - Ferrous Metals | - | 2.73 |
| Banks | - | 21.41 |
| Pharmaceuticals & Biotechnology | - | 2.93 |
| Automobiles | - | 9.16 |
| Insurance | - | 5.08 |
| Agricultural Food & other Products | - | 2.47 |
| Realty | - | 2.79 |
| Consumer Durables | - | 3.87 |
| Finance | - | 6.62 |
| Telecom - Services | - | 5.53 |
| Cement & Cement Products | - | 1.77 |
| Power | - | 3.77 |
| Retailing | - | 3.9 |
| Beverages | - | 2.86 |
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