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 Risk	Very High Risk
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	-0.97%	-2.63%
6 Month	-10.26%	-4.18%
1 Year	6.53%	11.9%
3 Year	11.25%	10.94%
5 Year	14.84%	14.19%

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	SBI Focused Equity Fund - Regular Plan -Growth
6 Month	-	-
1 Year	-7.42%	-0.53%
3 Year	12.38%	13.38%
5 Year	15.42%	15.25%

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	13.02%	12.03%
Sharp	0.424%	0.47%
Beta	0.917%	0.7%
Alpha	-1.872%	-0.27%

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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