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 Risk	Very High Risk
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	-0.97%	-1.69%
6 Month	-10.26%	-7.42%
1 Year	6.53%	6.34%
3 Year	11.25%	12.53%
5 Year	14.84%	14.69%

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month	-	-
1 Year	-8.06%	-3.89%
3 Year	12.03%	14.14%
5 Year	14.94%	15.68%

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	13.02%	12.25%
Sharp	0.424%	0.48%
Beta	0.917%	0.92%
Alpha	-1.872%	-0.92%

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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