SBI Focused Equity Fund vs Kotak Focused Equity Fund compare

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Kotak Focused Equity Fund- Regular plan _ Growth Option

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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

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%

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%

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%

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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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

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

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