SBI Focused Equity Fund vs Kotak Focused Equity Fund compare
Kotak Focused Equity Fund- Regular plan _ Growth Option
SBI Focused Equity Fund - Regular Plan -Growth
Chart Comparison
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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