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) ₹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

Trailing Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option SBI Focused Equity Fund - Regular Plan -Growth
1 Month 0.57% 1.75%
6 Month -0.24% 2.73%
1 Year 17.62% 18.28%
3 Year 13.7% 10.24%
5 Year 16.98% 16.69%

SIP Return Analysis

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option SBI Focused Equity Fund - Regular Plan -Growth
6 Month - -
1 Year 9.03% 13.59%
3 Year 18.06% 17.43%
5 Year 18.97% 17.98%

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% 0.24%
Beta 0.89% 0.74%
Alpha -0.21% -4.49%

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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 1.58 17.81
Large Cap 80.41 43.99
Mid Cap 11.56 32.28
Small Cap 6.63 5.92

Sector Allocation

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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