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Kotak Focused Equity Fund vs SBI Focused Equity Fund compare
Kotak Focused Fund- Regular plan _ Growth Option
SBI Focused Fund - Regular Plan -Growth
Chart Comparison
Overview
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Fund | Kotak Focused Fund- Regular plan _ Growth Option | SBI Focused Fund - Regular Plan -Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹3636 Cr | ₹37764 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 16 Jul 2019 | 08 Oct 2004 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 TRI |
| Turn Over | 21.79% | 12% |
| Expense Ratio | 1.9 | 1.57 |
| Manager | Arjun Khanna | Pradeep Kesavan |
| ISIN Code | INF174KA1EK3 | INF200K01370 |
| 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 | SBI Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 1 Month | 2% | 3.36% |
| 6 Month | 18.26% | 15.9% |
| 1 Year | 0.35% | 5.55% |
| 3 Year | 14.82% | 14.83% |
| 5 Year | 19.69% | 19.27% |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | 5.8% | 4.48% |
| 1 Year | 16.21% | 14.96% |
| 3 Year | 16.41% | 16.76% |
| 5 Year | 15.58% | 15.2% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 14.9% | 16.19% |
| 3 Year | 17.25% | 15.37% |
| 5 Year | 19.96% | 16.68% |
Risk Management
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 12.23% | 12.03% |
| Sharp | 0.66% | 0.8% |
| Beta | 0.89% | 0.69% |
| Alpha | 1.02% | 2.01% |
Fund Managers
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Name | Arjun Khanna | Pradeep Kesavan |
| Total AUM | ₹169639 Cr | ₹434274 Cr |
| Funds Managed | 24 | 43 |
| Kotak Focused Fund- Regular plan _ Growth Option | SBI Focused Fund - Regular Plan -Growth |
Market Cap
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Others | 4.66 | 21.43 |
| Large Cap | 74.77 | 40.48 |
| Mid Cap | 18.2 | 30.8 |
| Small Cap | 2.37 | 7.3 |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Others | 1.12 | 5.91 |
| Energy | 3.64 | - |
| Technology | 9.59 | 4 |
| Industrials | 20.28 | 4.92 |
| Financial Services | 27.19 | 31.27 |
| Healthcare | 7.08 | 3.08 |
| Consumer Defensive | 2.39 | 5.55 |
| Utilities | 5.57 | 2.42 |
| Consumer Cyclical | 14.39 | 20.85 |
| Communication Services | 5.65 | 11.51 |
| Basic Materials | 3.11 | 10.48 |
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