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Aditya Birla Sun Life Focused Equity Fund vs Kotak Focused Equity Fund compare
Kotak Focused Equity Fund- Regular plan _ Growth Option
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Chart Comparison
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) | ₹3349 Cr | ₹7354 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 16 Jul 2019 | 24 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 | 1.9 | 1.82 |
| Manager | Arjun Khanna | Dhaval Joshi |
| ISIN Code | INF174KA1EK3 | INF209K01462 |
| 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 | Aditya Birla Sun Life Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./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 | -5.01% | -4.58% |
| 6 Month | -11.97% | -9.78% |
| 1 Year | 2.86% | 3.18% |
| 3 Year | 14.4% | 15.44% |
| 5 Year | 16.28% | 16.47% |
SIP Return Analysis
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 6 Month | -8.72% | -7.87% |
| 1 Year | -14.29% | -10.24% |
| 3 Year | 10.43% | 12.44% |
| 5 Year | 13.8% | 14.53% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Year | 18.28% | 12.97% |
| 3 Year | 17.37% | 12.3% |
| 5 Year | 18.3% | 13.39% |
Risk Management
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Standard Deviation | 13.02% | 12.25% |
| Sharp | 0.424% | 0.48% |
| Beta | 0.917% | 0.92% |
| Alpha | -1.872% | -0.92% |
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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 | 4.22346 | 4.66638 |
| Large Cap | 75.42936 | 81.6157 |
| Mid Cap | 12.08999 | 11.88893 |
| Small Cap | 8.25718 | 1.82895 |
Sector Allocation
| Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 1.26807 | 1.68596 |
| Energy | 3.84909 | 5.44155 |
| Technology | 13.03108 | 12.96748 |
| Industrials | 19.6199 | 4.5773 |
| Financial Services | 24.56227 | 31.56661 |
| Healthcare | 7.20291 | 3.49544 |
| Consumer Cyclical | 13.44542 | 16.43838 |
| Consumer Defensive | 2.32312 | 7.51964 |
| Utilities | 6.26725 | 3.83045 |
| Communication Services | 5.24043 | 5.53411 |
| Basic Materials | 3.19045 | 4.1487 |
| Real Estate | - | 2.79434 |
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