Aditya Birla Sun Life 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 Aditya Birla Sun Life Focused Equity Fund -Growth Option

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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 Aditya Birla Sun Life Focused Equity Fund -Growth Option
Fund Kotak Focused Equity Fund- Regular plan _ Growth Option Aditya Birla Sun Life Focused Equity Fund -Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3674 Cr ₹7642 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 05 Jul 2019 05 Oct 2005
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 21.79% 45%
Expense Ratio 1.88 1.82
Manager Arjun Khanna Dhaval Joshi
ISIN Code INF174KA1EK3 INF209K01462
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days./365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Month 1.07% -5.82%
6 Month 20.62% 10.78%
1 Year 38.82% 37.23%
3 Year 17.56% 13.8%
5 Year 20.1% 17.63%

SIP Return Analysis

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month - -
1 Year 16.78% 15.15%
3 Year 34.49% 33.2%
5 Year 66.61% 62.4%

Rolling Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year 17.81% 12.75%
3 Year 17.7% 12.27%
5 Year 19.95% 13.25%

Risk Management

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Aditya Birla Sun Life Focused Equity Fund -Growth Option
Standard Deviation 11.68% 12.25%
Sharp 0.97% 0.77%
Beta 0.89% 0.93%
Alpha -0.21% -0.71%

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Fund Managers

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Aditya Birla Sun Life Focused Equity Fund -Growth Option
Name Arjun Khanna Dhaval Joshi
Total AUM ₹169639 Cr ₹361932 Cr
Fund Manage 24 55
Kotak Focused Equity Fund- Regular plan _ Growth Option Aditya Birla Sun Life Focused Equity Fund -Growth Option

Market Cap

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Others 1.33 3.32
Large Cap 81.84 82.9
Mid Cap 11.93 11.95
Small Cap 4.58 1.84

Sector Allocation

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Others 1.33 2.93
Petroleum Products 4.19 -
IT - Software 9.65 -
Personal Products 5.27 -
Construction 3.11 9.13
Banks 18.39 -
Pharmaceuticals and Biotechnology 4.19 -
Healthcare Services 2.33 -
Industrial Products 4.07 -
Gas 3.29 -
Automobiles 8.66 -
Consumer Durables 4.86 -
Aerospace and Defense 3.99 -
Telecom - Services 3.36 -
Auto Components 5.47 -
Cement and Cement Products 3.02 -
Chemicals and Petrochemicals 1.51 -
Beverages 0.97 -
Finance 3.69 -
Power 4.72 -
Retailing 3.61 -
Communication - 5.74
Energy - 9.17
Technology - 10.52
Materials - 3.82
Consumer Staples - 6.37
Financial - 33.34
Healthcare - 4.04
Automobile - 8.17
Insurance - 2.78
Consumer Discretionary - 4

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