Kotak Focused Equity Fund vs Aditya Birla Sun Life Focused Equity Fund compare

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Kotak Focused Equity Fund- Regular plan _ Growth Option

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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)	₹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

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Month	6.44%	6.03%
6 Month	-12.84%	-11.12%
1 Year	7.13%	8.89%
3 Year	12.95%	13.89%
5 Year	23.55%	23.26%

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month	-2.45%	-1.58%
1 Year	-6.92%	-2.49%
3 Year	13.27%	15.44%
5 Year	15.28%	16.08%

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%

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Standard Deviation	13.295%	12.25%
Sharp	0.368%	0.46%
Beta	0.898%	0.9%
Alpha	-1.119%	0.01%

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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
Funds Managed	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
Others	4.22	4.67
Large Cap	75.43	81.62
Mid Cap	12.09	11.89
Small Cap	8.26	1.83

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Others	1.27	1.69
Energy	3.85	5.44
Technology	13.03	12.97
Industrials	19.62	4.58
Financial Services	24.56	31.57
Healthcare	7.2	3.5
Consumer Cyclical	13.45	16.44
Consumer Defensive	2.32	7.52
Utilities	6.27	3.83
Communication Services	5.24	5.53
Basic Materials	3.19	4.15
Real Estate	-	2.79