Kotak Focused Equity Fund vs Aditya Birla Sun Life 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) | ₹3505 Cr | ₹7729 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 | 1.88 | 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 | -6.39% | -5.03% |
| 6 Month | -7.31% | -3.63% |
| 1 Year | 12.43% | 15.06% |
| 3 Year | 9.58% | 11.05% |
| 5 Year | 15.46% | 15.37% |
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -2.32% | 3.63% |
| 3 Year | 14.25% | 16.82% |
| 5 Year | 16.4% | 17.35% |
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Year | 18.28% | 12.77% |
| 3 Year | 17.7% | 12.19% |
| 5 Year | 19.96% | 13.25% |
| 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% | 0.52% |
| Beta | 0.89% | 0.93% |
| Alpha | -0.21% | -0.95% |
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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 |
|---|---|---|
| Others | 1.58 | 5.17 |
| Large Cap | 80.41 | 79.66 |
| Mid Cap | 11.56 | 12.51 |
| Small Cap | 6.63 | 2.27 |
| Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 1.58 | 5.17 |
| Petroleum Products | 3.87 | 4.8 |
| IT - Software | 11.77 | 12.49 |
| Personal Products | 4.86 | - |
| Construction | 2.73 | 4.42 |
| Banks | 19.34 | 23.64 |
| Pharmaceuticals & Biotechnology | 4.71 | 4.3 |
| Healthcare Services | 3.03 | - |
| Automobiles | 7.77 | 7.91 |
| Industrial Products | 4.35 | - |
| Gas | 2.85 | - |
| Consumer Durables | 4.55 | 4.26 |
| Aerospace & Defense | 3.37 | - |
| Retailing | 6.51 | - |
| Telecom - Services | 4.96 | 5.39 |
| Cement & Cement Products | 2.94 | 1.74 |
| Chemicals & Petrochemicals | 1.51 | - |
| Finance | 3.86 | 4.67 |
| Power | 4 | 4.59 |
| Auto Components | 1.62 | - |
| Diversified FMCG | - | 1.61 |
| Non - Ferrous Metals | - | 1.7 |
| Insurance | - | 5.47 |
| Agricultural Food & other Products | - | 2.05 |
| Realty | - | 2.5 |
| Beverages | - | 2.9 |
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