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)	₹3697 Cr	₹7649 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	0.71%	3.01%
6 Month	11.35%	6.84%
1 Year	6.59%	4.06%
3 Year	15.62%	15.84%
5 Year	18.94%	17.83%

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month	5.82%	4.72%
1 Year	21.65%	15.75%
3 Year	17.26%	16.13%
5 Year	15.93%	15.17%

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year	14.05%	12.49%
3 Year	17.12%	12.57%
5 Year	19.9%	13.8%

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Standard Deviation	12.07%	12.25%
Sharp	0.76%	0.79%
Beta	0.90%	0.91%
Alpha	0.68%	0.09%

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	5.87	-
Large Cap	72.8	86.2
Mid Cap	19.29	11.16
Small Cap	2.04	1.84

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Others	2.25	4.1
Energy	3.54	-
Technology	9.09	-
Industrials	20.77	-
Financial Services	26.71	-
Healthcare	5.26	-
Consumer Defensive	2.19	-
Utilities	4.62	-
Consumer Cyclical	17.02	-
Communication Services	5.48	-
Basic Materials	3.07	-
Petroleum Products	-	5.9
IT - Software	-	13.64
Construction	-	4.15
Non - Ferrous Metals	-	3.13
Banks	-	20.43
Pharmaceuticals & Biotechnology	-	2.41
Automobiles	-	6.58
Insurance	-	3.36
Agricultural Food & other Products	-	1.86
Realty	-	2.78
Consumer Durables	-	4.4
Finance	-	5.24
Telecom - Services	-	4.24
Cement & Cement Products	-	2.06
Power	-	3.21
Transport Infrastructure	-	2.67
Retailing	-	6.48
Beverages	-	2.56