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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 | ₹37122 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 | 3.07% | 2.86% |
| 6 Month | -1.61% | 2.05% |
| 1 Year | 3.58% | 8.33% |
| 3 Year | 19.06% | 19.07% |
| 5 Year | 21.93% | 21.04% |
SIP Return Analysis
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | SBI Focused Equity Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | 8.13% | 7.09% |
| 1 Year | 6.35% | 11.2% |
| 3 Year | 15.82% | 17.2% |
| 5 Year | 15.83% | 16.02% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | SBI Focused Equity Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 16.08% | 16.38% |
| 3 Year | 17.15% | 15.32% |
| 5 Year | 19.33% | 16.61% |
Risk Management
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | SBI Focused Equity Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 13.295% | 10.99% |
| Sharp | 0.368% | 0.93% |
| Beta | 0.898% | 0.72% |
| Alpha | -1.119% | 1.82% |
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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 | 16.74 |
| Large Cap | 75.43 | 45.61 |
| Mid Cap | 12.09 | 30.03 |
| Small Cap | 8.26 | 7.62 |
Sector Allocation
| Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
SBI Focused Equity Fund - Regular Plan -Growth |
|---|---|---|
| Others | 1.27 | 16.74 |
| 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 | - |
| Telecom - Services | - | 5.49 |
| Retailing | - | 1.79 |
| Banks | - | 23.11 |
| Automobiles | - | 3.24 |
| Cement & Cement Products | - | 3.05 |
| Auto Components | - | 7.6 |
| Consumer Durables | - | 1.14 |
| Electrical Equipment | - | 2.1 |
| Personal Products | - | 3.76 |
| Chemicals & Petrochemicals | - | 5.12 |
| Pharmaceuticals & Biotechnology | - | 3.63 |
| Finance | - | 9.08 |
| Food Products | - | 2.26 |
| Transport Infrastructure | - | 2.36 |
| Textiles & Apparels | - | 2.4 |
| Leisure Services | - | 4.14 |
| Power | - | 2.99 |
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