SBI Focused Equity Fund vs Kotak Focused Equity Fund compare
Kotak Focused Equity Fund- Regular plan _ Growth Option
SBI Focused Equity Fund - Regular Plan -Growth
Chart Comparison
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 |
Trailing Lumpsum Returns
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | SBI Focused Equity Fund - Regular Plan -Growth |
---|---|---|
1 Month | 6.44% | 5.99% |
6 Month | -12.84% | -5.82% |
1 Year | 7.13% | 11.52% |
3 Year | 12.95% | 12.44% |
5 Year | 23.55% | 22.15% |
SIP Return Analysis
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | SBI Focused Equity Fund - Regular Plan -Growth |
---|---|---|
6 Month | -3.89% | -0.77% |
1 Year | -8.2% | 0.34% |
3 Year | 13.11% | 15.07% |
5 Year | 15.19% | 15.58% |
Rolling Lumpsum Returns
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | SBI Focused Equity Fund - Regular Plan -Growth |
---|---|---|
1 Year | 18.28% | 16.6% |
3 Year | 17.37% | 15.37% |
5 Year | 18.3% | 16.58% |
Risk Management
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% | 0.34% |
Beta | 0.898% | 0.72% |
Alpha | -1.119% | -0.88% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Funds Managed | 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 | 4.22 | 25.53 |
Large Cap | 75.43 | 34.41 |
Mid Cap | 12.09 | 31.98 |
Small Cap | 8.26 | 8.08 |
Sector Allocation
Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
SBI Focused Equity Fund - Regular Plan -Growth |
---|---|---|
Others | 1.27 | 5.98 |
Energy | 3.85 | - |
Technology | 13.03 | 3.42 |
Industrials | 19.62 | 5.11 |
Financial Services | 24.56 | 30.1 |
Healthcare | 7.2 | 8.04 |
Consumer Cyclical | 13.45 | 18.47 |
Consumer Defensive | 2.32 | 6.43 |
Utilities | 6.27 | 2.49 |
Communication Services | 5.24 | 12.32 |
Basic Materials | 3.19 | 7.64 |
Top Comparisons
Franklin India Banking & PSU Debt Fund - Growth
3Y Returns6.35%
Kotak Banking and PSU Debt - Growth
3Y Returns6.63%
UTI Arbitrage Fund - Regular Plan - Growth Option
3Y Returns6.66%
Axis Arbitrage Fund - Regular Plan - Growth
3Y Returns6.49%
Nippon India Consumption Fund-Growth Plan-Growth Option
3Y Returns18.31%
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
3Y Returns16.76%
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
3Y Returns10.22%
DSP Credit Risk Fund - Regular Plan -Growth
3Y Returns15.9%