SBI Focused Equity Fund vs Kotak 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)	₹3869 Cr	₹40824 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	1.26%	3.28%
6 Month	8.82%	10.11%
1 Year	6.82%	14.15%
3 Year	15.79%	17.1%
5 Year	17.57%	17.49%

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	SBI Focused Fund - Regular Plan -Growth
6 Month	4.65%	6.1%
1 Year	22.05%	23.61%
3 Year	16.67%	18.46%
5 Year	15.5%	15.85%

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	SBI Focused Fund - Regular Plan -Growth
1 Year	12.62%	15.84%
3 Year	16.98%	15.42%
5 Year	19.81%	16.84%

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	0.68%	3.76%

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	8.05	14.6
Large Cap	71.07	53.09
Mid Cap	19.36	21.91
Small Cap	1.52	10.4

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	SBI Focused Fund - Regular Plan -Growth
Others	3.84	14.6
Energy	3.68	-
Technology	9.23	-
Industrials	20.66	-
Financial Services	27.12	-
Healthcare	5.52	-
Consumer Defensive	2.01	-
Utilities	3.11	-
Consumer Cyclical	16.21	-
Communication Services	5.73	-
Basic Materials	2.87	-
Telecom - Services	-	4.99
Retailing	-	4.34
Consumer Durables	-	3.26
Banks	-	16.68
Automobiles	-	2.92
Cement & Cement Products	-	2.57
Auto Components	-	6.42
Electrical Equipment	-	1.81
Personal Products	-	2.94
Finance	-	15.14
Chemicals & Petrochemicals	-	3.74
Pharmaceuticals & Biotechnology	-	2.92
Food Products	-	2.49
Textiles & Apparels	-	1.92
Leisure Services	-	3.08
Power	-	10.18