Kotak Focused Equity Fund vs SBI Focused Equity Fund compare

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Kotak Focused Fund- Regular plan _ Growth Option

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SBI Focused Fund - Regular Plan -Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹3707 Cr	₹38610 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

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	SBI Focused Fund - Regular Plan -Growth
1 Month	-2.38%	-2.61%
6 Month	8.08%	5.6%
1 Year	-1.53%	4.19%
3 Year	15.38%	15.72%
5 Year	19.72%	19.7%

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	SBI Focused Fund - Regular Plan -Growth
6 Month	6.38%	5.08%
1 Year	9.07%	11.38%
3 Year	16.15%	16.9%
5 Year	15.97%	15.76%

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%

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	SBI Focused Fund - Regular Plan -Growth
Standard Deviation	12.95%	12.03%
Sharp	0.99%	1.21%
Beta	0.90%	0.7%
Alpha	0.05%	2.45%

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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

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	SBI Focused Fund - Regular Plan -Growth
Others	5.27	21.8
Large Cap	75	39.1
Mid Cap	17.08	31.5
Small Cap	2.66	7.6

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	SBI Focused Fund - Regular Plan -Growth
Others	1.36	6.48
Energy	3.88	-
Technology	10.33	4.31
Industrials	19.8	4.67
Financial Services	27.76	29.69
Healthcare	6.79	3.12
Consumer Defensive	2.21	5.49
Utilities	5.67	2.66
Consumer Cyclical	13.33	21.37
Communication Services	5.85	11.01
Basic Materials	3.03	11.2