Kotak Focused Equity Fund vs SBI Focused Equity Fund compare
Kotak Focused Equity Fund- Regular plan _ Growth Option
SBI Focused Equity Fund - Regular Plan -Growth
Chart Comparison
| 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) | ₹3505 Cr | ₹34941 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 | 1.88 | 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 | -5.12% | -1.59% |
| 6 Month | -7.61% | -1.14% |
| 1 Year | 9.29% | 15.42% |
| 3 Year | 10.37% | 9.87% |
| 5 Year | 15.27% | 15.58% |
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | SBI Focused Equity Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -0.41% | 8.93% |
| 3 Year | 14.82% | 16.19% |
| 5 Year | 16.84% | 16.95% |
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | SBI Focused Equity Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 18.28% | 16.48% |
| 3 Year | 17.7% | 15.47% |
| 5 Year | 19.96% | 16.6% |
| 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% | 0.24% |
| Beta | 0.89% | 0.74% |
| Alpha | -0.21% | -3.33% |
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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 |
| Fund Manage | 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 | 1.58 | 17.81 |
| Large Cap | 80.41 | 43.99 |
| Mid Cap | 11.56 | 32.28 |
| Small Cap | 6.63 | 5.92 |
| Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
SBI Focused Equity Fund - Regular Plan -Growth |
|---|---|---|
| Others | 1.58 | 17.81 |
| Petroleum Products | 3.87 | - |
| IT - Software | 11.77 | - |
| Personal Products | 4.86 | 4.39 |
| Construction | 2.73 | - |
| Banks | 19.34 | 18.18 |
| Pharmaceuticals & Biotechnology | 4.71 | 4.55 |
| Healthcare Services | 3.03 | - |
| Automobiles | 7.77 | 3.22 |
| Industrial Products | 4.35 | - |
| Gas | 2.85 | - |
| Consumer Durables | 4.55 | 2.21 |
| Aerospace & Defense | 3.37 | - |
| Retailing | 6.51 | 2.89 |
| Telecom - Services | 4.96 | 5.87 |
| Cement & Cement Products | 2.94 | 3.14 |
| Chemicals & Petrochemicals | 1.51 | 4.1 |
| Finance | 3.86 | 9.11 |
| Power | 4 | - |
| Auto Components | 1.62 | 6.41 |
| Capital Markets | - | 0.08 |
| Transport Services | - | 0.42 |
| Electrical Equipment | - | 2.96 |
| Food Products | - | 2.8 |
| Transport Infrastructure | - | 3.03 |
| Textiles & Apparels | - | 2.35 |
| Insurance | - | 2.74 |
| Leisure Services | - | 3.74 |
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