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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) | ₹3942 Cr | ₹42773 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 | -0.28% | 0.62% |
| 6 Month | 6.09% | 7.38% |
| 1 Year | 12.66% | 15.17% |
| 3 Year | 17.3% | 18.63% |
| 5 Year | 17.25% | 16.95% |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | 2.46% | 5.5% |
| 1 Year | 18.16% | 22.68% |
| 3 Year | 16.22% | 18.63% |
| 5 Year | 15.39% | 16.12% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 12.51% | 15.8% |
| 3 Year | 16.94% | 15.44% |
| 5 Year | 19.76% | 16.84% |
Risk Management
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 12.07% | 12.03% |
| Sharp | 0.76% | 1.03% |
| Beta | 0.90% | 0.73% |
| Alpha | 1.37% | 3.76% |
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 | 8.47 | 31.97 |
| Large Cap | 71.31 | 35.96 |
| Mid Cap | 18.85 | 27.14 |
| Small Cap | 1.38 | 4.93 |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Others | 3.29 | 4.43 |
| Energy | 3.81 | - |
| Technology | 9.54 | 4.3 |
| Industrials | 20.15 | 1.57 |
| Financial Services | 27.73 | 31.7 |
| Healthcare | 5.65 | 4.23 |
| Consumer Defensive | 2.02 | 4.95 |
| Consumer Cyclical | 16.36 | 16.55 |
| Communication Services | 5.75 | 13.54 |
| Basic Materials | 2.74 | 9.26 |
| Utilities | 2.96 | 9.47 |
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