Kotak Focused Equity Fund vs SBI Focused Equity Fund compare

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Kotak Focused Equity Fund- Regular plan _ Growth Option

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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)	₹3349 Cr	₹34678 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	16 Jul 2019	08 Oct 2004
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	BSE 500 TRI
Turn Over	21.79%	12%
Expense Ratio	1.9	1.57
Manager	Arjun Khanna	Pradeep Kesavan
ISIN Code	INF174KA1EK3	INF200K01370
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	SBI Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	SBI Focused Equity Fund - Regular Plan -Growth
1 Month	2.44%	2.92%
6 Month	-3.31%	1.72%
1 Year	8.65%	12.71%
3 Year	13.48%	13.72%
5 Year	22.52%	21.92%

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	SBI Focused Equity Fund - Regular Plan -Growth
6 Month	0.53%	1.89%
1 Year	-4.37%	3.62%
3 Year	13.93%	15.8%
5 Year	15.27%	15.69%

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	SBI Focused Equity Fund - Regular Plan -Growth
1 Year	18.28%	16.6%
3 Year	17.37%	15.37%
5 Year	18.3%	16.58%

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	SBI Focused Equity Fund - Regular Plan -Growth
Standard Deviation	13.295%	12.03%
Sharp	0.368%	0.39%
Beta	0.898%	0.73%
Alpha	-1.119%	-0.42%

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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
Funds Managed	24	43
	Kotak Focused Equity Fund- Regular plan _ Growth Option	SBI Focused Equity Fund - Regular Plan -Growth

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	SBI Focused Equity Fund - Regular Plan -Growth
Others	4.22	23.8
Large Cap	75.43	38.05
Mid Cap	12.09	29.82
Small Cap	8.26	8.33

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	SBI Focused Equity Fund - Regular Plan -Growth
Others	1.27	5.74
Energy	3.85	-
Technology	13.03	4.32
Industrials	19.62	5.04
Financial Services	24.56	31.96
Healthcare	7.2	7.85
Consumer Cyclical	13.45	19.18
Consumer Defensive	2.32	6.57
Utilities	6.27	2.68
Communication Services	5.24	9.72
Basic Materials	3.19	6.93