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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) | ₹3697 Cr | ₹38917 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 | 5.15% | 5.28% |
| 6 Month | 13.09% | 11.7% |
| 1 Year | 9.39% | 11.63% |
| 3 Year | 16.79% | 16.81% |
| 5 Year | 20.37% | 20.31% |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | 5.58% | 4.97% |
| 1 Year | 21.78% | 19.46% |
| 3 Year | 17.64% | 17.84% |
| 5 Year | 16.29% | 15.73% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 14.05% | 16.06% |
| 3 Year | 17.12% | 15.34% |
| 5 Year | 19.9% | 16.74% |
Risk Management
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 12.08% | 12.03% |
| Sharp | 0.76% | 0.86% |
| Beta | 0.90% | 0.7% |
| Alpha | 0.77% | 1.7% |
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 | 5.87 | 20.81 |
| Large Cap | 72.8 | 42.86 |
| Mid Cap | 19.29 | 29.22 |
| Small Cap | 2.04 | 7.11 |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Others | 2.25 | 4.56 |
| Energy | 3.54 | - |
| Technology | 9.09 | 3.78 |
| Industrials | 20.77 | 4.4 |
| Financial Services | 26.71 | 31.11 |
| Healthcare | 5.26 | 2.59 |
| Consumer Defensive | 2.19 | 5.43 |
| Utilities | 4.62 | 5.59 |
| Consumer Cyclical | 17.02 | 20.32 |
| Communication Services | 5.48 | 12.47 |
| Basic Materials | 3.07 | 9.75 |
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