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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) | ₹3636 Cr | ₹38917 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 | 2.4% | 0.63% |
| 6 Month | 18.37% | 12.77% |
| 1 Year | 3.4% | 6.4% |
| 3 Year | 17.67% | 16.57% |
| 5 Year | 19.42% | 19.85% |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | 5.82% | 2.77% |
| 1 Year | 21.89% | 14.74% |
| 3 Year | 17.45% | 16.19% |
| 5 Year | 16.07% | 14.66% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 14.05% | 16.06% |
| 3 Year | 17.12% | 15.34% |
| 5 Year | 19.9% | 16.74% |
Risk Management
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 12.08% | 12.03% |
| Sharp | 0.76% | 0.86% |
| Beta | 0.90% | 0.7% |
| Alpha | 0.77% | 1.7% |
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 | 6.17 | 19.63 |
| Large Cap | 72.7 | 43.07 |
| Mid Cap | 19.03 | 29.73 |
| Small Cap | 2.1 | 7.58 |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Others | 2.9 | 2.82 |
| Energy | 3.58 | - |
| Technology | 9.84 | 4.51 |
| Industrials | 20.23 | 4.39 |
| Financial Services | 25.92 | 30.7 |
| Healthcare | 5.28 | 2.87 |
| Consumer Defensive | 2.37 | 5.36 |
| Utilities | 5.08 | 5.34 |
| Consumer Cyclical | 15.97 | 21.29 |
| Communication Services | 5.6 | 12.29 |
| Basic Materials | 3.23 | 10.42 |
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