Kotak Focused Equity Fund vs SBI Focused Equity Fund compare

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tortoise-icon Kotak Focused Equity Fund- Regular plan _ Growth Option

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tortoise-icon SBI Focused Equity Fund - Regular Plan -Growth

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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 SBI Focused Equity Fund - Regular Plan -Growth
Fund Kotak Focused Equity Fund- Regular plan _ Growth Option SBI Focused Equity Fund - Regular Plan -Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3530 Cr ₹35030 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 05 Jul 2019 01 Oct 2004
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI BSE 500
Turn Over 21.79% 12%
Expense Ratio 1.88 1.57
Manager Arjun Khanna Pradeep Kesavan
ISIN Code INF174KA1EK3 INF200K01370
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days./365 Exit load of 1% if redeemed within 1 year/365

Trailing Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option SBI Focused Equity Fund - Regular Plan -Growth
1 Month 1.07% 3.09%
6 Month 20.62% 17.8%
1 Year 38.82% 27.84%
3 Year 17.56% 12.84%
5 Year 20.1% 19.92%

SIP Return Analysis

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option SBI Focused Equity Fund - Regular Plan -Growth
6 Month - -
1 Year 16.78% 14.6%
3 Year 34.49% 29.99%
5 Year 66.61% 60.67%

Rolling Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option SBI Focused Equity Fund - Regular Plan -Growth
1 Year 21.18% 19.8%
3 Year 50.95% 45.89%
5 Year 73.26% 65.97%

Risk Management

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option SBI Focused Equity Fund - Regular Plan -Growth
Standard Deviation 11.68% 12.03%
Sharp 0.97% 0.74%
Beta 0.89% 0.71%
Alpha -0.21% 0.22%

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Fund Managers

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option SBI Focused Equity Fund - Regular Plan -Growth
Name Arjun Khanna Pradeep Kesavan
Total AUM ₹169639 Cr ₹434274 Cr
Fund Manage 24 43
Kotak Focused Equity Fund- Regular plan _ Growth Option SBI Focused Equity Fund - Regular Plan -Growth

Market Cap

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

SBI Focused Equity Fund - Regular Plan -Growth

Large Cap 81.84 36.81
Mid Cap 11.93 35.83
Small Cap 4.58 1.26
Others 1.33 26.1

Sector Allocation

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

SBI Focused Equity Fund - Regular Plan -Growth

Banks 18.39 -
Automobiles 8.66 -
Power 4.72 -
IT - Software 9.65 -
Pharmaceuticals and Biotechnology 4.19 -
Petroleum Products 4.19 -
Aerospace and Defense 3.99 -
Finance 3.69 -
Retailing 3.61 -
Telecom - Services 3.36 -
Gas 3.29 -
Personal Products 5.27 -
Construction 3.11 -
Cement and Cement Products 3.02 -
Consumer Durables 4.86 -
Auto Components 5.47 -
Industrial Products 4.07 -
Healthcare Services 2.33 -
Chemicals and Petrochemicals 1.51 -
Others 1.33 8.42
Beverages 0.97 -
Services - 13.09
Financial - 32.95
Communication - 9.67
Chemicals - 5.32
Consumer Staples - 7.5
Healthcare - 9.13
Automobile - 3.64
Insurance - 3.3
Materials - 2.95
Textiles - 2.04
Consumer Discretionary - 1.99

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