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SBI Focused Equity Fund vs Kotak 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) | ₹3972 Cr | ₹43173 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 | 1.47% | -0.31% |
| 6 Month | 5.99% | 6.58% |
| 1 Year | 16.08% | 15.27% |
| 3 Year | 17.65% | 18.79% |
| 5 Year | 15.84% | 16.17% |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | 2.39% | 2.97% |
| 1 Year | 17.82% | 17.11% |
| 3 Year | 15.57% | 16.41% |
| 5 Year | 14.93% | 14.87% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 12.61% | 15.81% |
| 3 Year | 16.97% | 15.46% |
| 5 Year | 19.72% | 16.84% |
Risk Management
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 11.83% | 10.49% |
| Sharp | 0.87% | 1.05% |
| Beta | 0.90% | 0.73% |
| Alpha | 1.63% | 4.02% |
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 | 10.01 | 36.93 |
| Large Cap | 70.67 | 35.69 |
| Mid Cap | 19.31 | 22.55 |
| Small Cap | - | 4.83 |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Others | 1.39 | 7.42 |
| Energy | 3.79 | - |
| Technology | 9.54 | 4.27 |
| Industrials | 20.21 | 1.61 |
| Financial Services | 29.76 | 31.25 |
| Healthcare | 5.71 | 4.47 |
| Consumer Defensive | 2.14 | 4.79 |
| Consumer Cyclical | 15.77 | 16.74 |
| Communication Services | 5.72 | 13.57 |
| Basic Materials | 3.01 | 6.52 |
| Utilities | 2.96 | 9.37 |
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