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Kotak Focused Equity Fund vs SBI Focused Equity Fund compare
Kotak Focused Equity Fund- Regular plan _ Growth Option
SBI Focused Equity Fund - Regular Plan -Growth
Chart Comparison
Overview
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | SBI Focused Equity Fund - Regular Plan -Growth |
|---|---|---|
| Fund | Kotak Focused Equity Fund- Regular plan _ Growth Option | SBI Focused Equity Fund - Regular Plan -Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3349 Cr | ₹34678 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 Equity Fund- Regular plan _ Growth Option | SBI Focused Equity Fund - Regular Plan -Growth |
|---|---|---|
| 1 Month | 2.84% | 2.07% |
| 6 Month | -3.28% | -0.06% |
| 1 Year | 6.56% | 9.36% |
| 3 Year | 13.78% | 13.8% |
| 5 Year | 21.08% | 20.57% |
SIP Return Analysis
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | SBI Focused Equity Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | 1.3% | 2.86% |
| 1 Year | -4.39% | 3.76% |
| 3 Year | 14.05% | 15.99% |
| 5 Year | 15.32% | 15.77% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | SBI Focused Equity Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 18.28% | 16.6% |
| 3 Year | 17.37% | 15.37% |
| 5 Year | 18.3% | 16.58% |
Risk Management
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | SBI Focused Equity Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 13.295% | 12.03% |
| Sharp | 0.368% | 0.39% |
| Beta | 0.898% | 0.73% |
| Alpha | -1.119% | -0.42% |
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Fund Managers
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | SBI Focused Equity Fund - Regular Plan -Growth |
|---|---|---|
| Name | Arjun Khanna | Pradeep Kesavan |
| Total AUM | ₹169639 Cr | ₹434274 Cr |
| Funds Managed | 24 | 43 |
| Kotak Focused Equity Fund- Regular plan _ Growth Option | SBI Focused Equity Fund - Regular Plan -Growth |
Market Cap
| Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
SBI Focused Equity Fund - Regular Plan -Growth |
|---|---|---|
| Others | 4.22 | 23.8 |
| Large Cap | 75.43 | 38.05 |
| Mid Cap | 12.09 | 29.82 |
| Small Cap | 8.26 | 8.33 |
Sector Allocation
| Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
SBI Focused Equity Fund - Regular Plan -Growth |
|---|---|---|
| Others | 1.27 | 5.74 |
| Energy | 3.85 | - |
| Technology | 13.03 | 4.32 |
| Industrials | 19.62 | 5.04 |
| Financial Services | 24.56 | 31.96 |
| Healthcare | 7.2 | 7.85 |
| Consumer Cyclical | 13.45 | 19.18 |
| Consumer Defensive | 2.32 | 6.57 |
| Utilities | 6.27 | 2.68 |
| Communication Services | 5.24 | 9.72 |
| Basic Materials | 3.19 | 6.93 |
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