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

Link copied to clipboard!

Kotak Focused Equity Fund- Regular plan _ Growth Option

Invest Now

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Invest Now

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	6.47%	5.07%
6 Month	-7.21%	-6.38%
1 Year	8.39%	9.54%
3 Year	12.14%	13.31%
5 Year	21.82%	21.35%

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month	-3.87%	-4.38%
1 Year	-12.19%	-9.96%
3 Year	10.79%	12.09%
5 Year	13.35%	13.74%

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%	0.89%
Alpha	-1.119%	-0.05%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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	1.63
Large Cap	75.43	84.34
Mid Cap	12.09	12.27
Small Cap	8.26	1.58

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Others	1.27	1.63
Energy	3.85	-
Technology	13.03	-
Industrials	19.62	-
Financial Services	24.56	-
Healthcare	7.2	-
Consumer Cyclical	13.45	-
Consumer Defensive	2.32	-
Utilities	6.27	-
Communication Services	5.24	-
Basic Materials	3.19	-
Petroleum Products	-	5.47
IT - Software	-	12.04
Construction	-	4.3
Diversified FMCG	-	1.49
Non - Ferrous Metals	-	2.73
Banks	-	21.41
Pharmaceuticals & Biotechnology	-	2.93
Automobiles	-	9.16
Insurance	-	5.08
Agricultural Food & other Products	-	2.47
Realty	-	2.79
Consumer Durables	-	3.87
Finance	-	6.62
Telecom - Services	-	5.53
Cement & Cement Products	-	1.77
Power	-	3.77
Retailing	-	3.9
Beverages	-	2.86