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
| 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) | ₹3530 Cr | ₹7642 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| 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 |
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Month | 1.07% | 4.73% |
| 6 Month | 20.62% | 14.58% |
| 1 Year | 38.82% | 36.12% |
| 3 Year | 17.56% | 15.36% |
| 5 Year | 20.1% | 19.87% |
| 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% |
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Year | 21.18% | 19.79% |
| 3 Year | 50.95% | 47.91% |
| 5 Year | 73.26% | 69.28% |
| 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% | 0.9% |
| Beta | 0.89% | 0.94% |
| Alpha | -0.21% | -1.06% |
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| 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 |
| Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Large Cap | 81.84 | 82.9 |
| Mid Cap | 11.93 | 11.95 |
| Small Cap | 4.58 | 1.84 |
| Others | 1.33 | 3.32 |
| Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Banks | 18.39 | - |
| Automobiles | 8.66 | - |
| Power | 4.72 | - |
| IT - Software | 9.65 | - |
| Pharmaceuticals and Biotechnology | 4.19 | - |
| Petroleum Products | 4.19 | - |
| Aerospace and Defense | 3.99 | - |
| Finance | 3.69 | - |
| Retailing | 3.61 | - |
| Telecom - Services | 3.36 | - |
| Gas | 3.29 | - |
| Personal Products | 5.27 | - |
| Construction | 3.11 | 9.13 |
| Cement and Cement Products | 3.02 | - |
| Consumer Durables | 4.86 | - |
| Auto Components | 5.47 | - |
| Industrial Products | 4.07 | - |
| Healthcare Services | 2.33 | - |
| Chemicals and Petrochemicals | 1.51 | - |
| Others | 1.33 | 2.93 |
| Beverages | 0.97 | - |
| Financial | - | 33.34 |
| Technology | - | 10.52 |
| Energy | - | 9.17 |
| Communication | - | 5.74 |
| Automobile | - | 8.17 |
| Healthcare | - | 4.04 |
| Insurance | - | 2.78 |
| Consumer Staples | - | 6.37 |
| Consumer Discretionary | - | 4 |
| Materials | - | 3.82 |
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