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

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Kotak Focused 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 Fund- Regular plan _ Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Fund	Kotak Focused Fund- Regular plan _ Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹3536 Cr	₹7774 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 Fund- Regular plan _ Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Month	4.38%	3.3%
6 Month	5.52%	4.66%
1 Year	3.98%	6.55%
3 Year	20.1%	20.19%
5 Year	21.34%	20.93%

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month	10.72%	9.48%
1 Year	14.06%	13.22%
3 Year	17.56%	18.38%
5 Year	16.83%	17.01%

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year	16.08%	12.74%
3 Year	17.15%	12.42%
5 Year	19.33%	13.62%

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Standard Deviation	13.28%	12.25%
Sharp	0.74%	0.83%
Beta	0.90%	0.9%
Alpha	-0.35%	-0.11%

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Scheme Name	Kotak Focused 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 Fund- Regular plan _ Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Others	4.67	4.83
Large Cap	76.24	80.57
Mid Cap	16.66	11.95
Small Cap	2.44	1.88

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Others	1.09	4.83
Energy	4.09	-
Technology	10.27	-
Industrials	19.27	-
Financial Services	28.54	-
Healthcare	6.34	-
Consumer Defensive	2.42	-
Utilities	5.92	-
Consumer Cyclical	13.44	-
Communication Services	5.66	-
Basic Materials	2.95	-
Petroleum Products	-	5.78
IT - Software	-	12.54
Construction	-	4.1
Non - Ferrous Metals	-	2.56
Banks	-	21.81
Pharmaceuticals & Biotechnology	-	2.75
Automobiles	-	7.64
Insurance	-	4.87
Agricultural Food & other Products	-	1.6
Realty	-	2.47
Consumer Durables	-	4.22
Finance	-	5.17
Telecom - Services	-	4.46
Cement & Cement Products	-	1.86
Power	-	3.36
Transport Infrastructure	-	2.29
Retailing	-	3.97
Beverages	-	2.95