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) ₹3674 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 -5.82% -3.81%
6 Month 5.72% 6.88%
1 Year 26.71% 20.82%
3 Year 11.95% 8.18%
5 Year 16.99% 16.34%

SIP Return Analysis

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option SBI Focused Equity Fund - Regular Plan -Growth
6 Month - -
1 Year 17.96% 19.59%
3 Year 19.93% 18.45%
5 Year 19.95% 18.68%

Rolling Lumpsum Returns

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%

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% 0.35%
Beta 0.89% 0.7%
Alpha -0.21% -2.2%

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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

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

Sector Allocation

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

SBI Focused Equity Fund - Regular Plan -Growth

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

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