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SBI Focused Equity Fund vs Kotak Focused Equity Fund compare

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tortoise-icon Kotak Focused Equity Fund- Regular plan _ Growth Option

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tortoise-icon SBI Focused Equity 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 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 ₹34678 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 3.56% 1.95%
6 Month 1.75% 3.84%
1 Year 7.57% 10.98%
3 Year 17.27% 16.52%
5 Year 23.57% 22.18%

SIP Return Analysis

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option SBI Focused Equity Fund - Regular Plan -Growth
6 Month 6.28% 4.74%
1 Year 4.72% 8.03%
3 Year 16.4% 16.84%
5 Year 16.29% 15.95%

Rolling Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option SBI Focused Equity Fund - Regular Plan -Growth
1 Year 18.28% 16.6%
3 Year 17.37% 15.37%
5 Year 18.3% 16.58%

Risk Management

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option SBI Focused Equity Fund - Regular Plan -Growth
Standard Deviation 13.295% 12.03%
Sharp 0.368% 0.65%
Beta 0.898% 0.72%
Alpha -1.119% 0.76%

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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 18.92
Large Cap 75.43 44.17
Mid Cap 12.09 28.74
Small Cap 8.26 8.17

Sector Allocation

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

SBI Focused Equity Fund - Regular Plan -Growth

Others 1.27 18.92
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 - 5.14
Retailing - 1.98
Banks - 21.69
Automobiles - 3.19
Cement & Cement Products - 3.2
Auto Components - 7.34
Consumer Durables - 1.15
Electrical Equipment - 2.37
Personal Products - 3.67
Finance - 9.39
Chemicals & Petrochemicals - 4.47
Pharmaceuticals & Biotechnology - 3.77
Food Products - 2.46
Transport Infrastructure - 2.35
Textiles & Apparels - 2.3
Leisure Services - 3.66
Power - 2.95

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