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NAVs as of 20 Aug 2026

Aditya Birla Sun Life Focused FundRegular · IDCWSBI Focused FundRegular · IDCWITI Focused FundRegular · IDCWKotak Focused FundRegular · IDCW4 of 4 funds

Comparing the maximum of 4. Replace which fund?

Growth of ₹100 (rebased over the selected window)

Log scaleBenchmark

Common period 21 Jun 2023 – 20 Aug 2026, limited by ITI Focused Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.

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Growth of ₹100, sampled across the common period
Date	Aditya Birla Sun Life Focused Fund	SBI Focused Fund	ITI Focused Fund	Kotak Focused Fund	Nifty 500
21 Jun 2023	₹100.00	₹100.00	₹100.00	₹100.00	₹100.00
25 Sep 2023	₹99.16	₹107.05	₹104.07	₹105.98	₹106.35
31 Dec 2023	₹109.80	₹114.92	₹118.81	₹117.97	₹119.63
05 Apr 2024	₹117.80	₹120.95	₹129.58	₹125.06	₹127.55
10 Jul 2024	₹130.30	₹135.84	₹147.97	₹141.75	₹141.48
15 Oct 2024	₹127.97	₹139.38	₹153.69	₹146.44	₹146.15
19 Jan 2025	₹118.21	₹133.12	₹141.45	₹132.30	₹133.49
25 Apr 2025	₹120.31	₹135.93	₹141.02	₹134.05	₹134.53
31 Jul 2025	₹117.13	₹142.16	₹152.01	₹144.43	₹141.09
04 Nov 2025	₹122.76	₹150.84	₹156.63	₹151.86	₹145.78
08 Feb 2026	₹124.86	₹153.54	₹145.56	₹155.94	₹144.29
16 May 2026	₹116.91	₹155.24	₹149.56	₹147.81	₹138.73
20 Aug 2026	₹116.83	₹164.60	₹156.77	₹160.24	₹144.78

Portfolio overlap (same stocks held through more than one fund)

Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →

Percentage of each pair of funds' equity books held in the same stocks. Select a cell to list that pair's shared holdings below.
Overlap	Aditya Birla Sun Life Focused Fund	SBI Focused Fund	ITI Focused Fund	Kotak Focused Fund
Aditya Birla Sun Life Focused Fund	·
SBI Focused Fund	·	·
ITI Focused Fund	·	·	·
Kotak Focused Fund	·	·	·	·

0% → 60%+ sharedSelect a cell to list that pair's shared stocks.

Aditya Birla Sun Life Focused Fund and Kotak Focused Fund share 44% of their equity book by weight.

Shared holdings — Aditya Birla Sun Life Focused Fund vs Kotak Focused Fund

Stocks held by both Aditya Birla Sun Life Focused Fund and Kotak Focused Fund, with each fund's weight and the weight they share.
Stock	Aditya Birla Sun Life Focused Fund	Kotak Focused Fund
ICICI Bank Ltd	6.03%	7.19%	6.03%
Shriram Transport Finance Company Ltd	4.62%	5.10%	4.62%
HDFC Bank Ltd	4.32%	6.18%	4.32%
Zomato Ltd	4.19%	4.62%	4.19%
Reliance Industries Ltd	5.75%	3.95%	3.95%
State Bank of India	3.94%	5.41%	3.94%
Bharti Airtel Ltd	3.62%	4.83%	3.62%
Axis Bank Ltd	4.51%	3.16%	3.16%
NTPC Ltd	3.47%	3.07%	3.07%
Larsen & Toubro Ltd	3.43%	2.68%	2.68%
Tech Mahindra Ltd	3.38%	2.41%	2.41%
Ultratech Cement Ltd	1.82%	2.75%	1.82%

12 shared of 30 / 30 positions. Weights are shown as a share of each fund's equity book.

Aditya Birla Sun Life Focused Fund, SBI Focused Fund, ITI Focused Fund, Kotak Focused Fund compared on return, risk, benchmark-relative, cost and portfolio metrics, against the Focused Fund median.
Metric	Aditya Birla Sun Life Focused Fund Aditya Birla Sun Life · Regular · IDCW NAV ₹23.73 Very High risk ★★★☆☆	SBI Focused Fund SBI · Regular · IDCW NAV ₹73.65 Very High risk ★★★★★	ITI Focused Fund ITI · Regular · IDCW NAV ₹15.63 Very High risk ★★★★☆	Kotak Focused Fund Kotak Mahindra · Regular · IDCW NAV ₹27.90 Very High risk ★★★★★	Category median Focused Fund · 29 funds

	-1.42%	+14.63%Best in row	+2.84%	+8.63%	-3.17%
	+6.39%	+16.50%Best in row	+16.00%	+15.61%	+8.26%
	+4.22%	+12.98%Best in row	—	+12.83%	+7.82%
	+3.80%	+12.28%Best in row	—	—	+4.45%
	+2.40%	+7.34%	+15.26%	+15.57%Best in row	+9.57%
	+2.97%	+14.54%Best in row	+9.09%	+13.44%	—

	+3.47%	+8.45%	+15.25%	+17.09%Best in row	+10.33%
	+3.14%	+8.44%	—	+17.59%Best in row	+9.22%
	+2.73%	+8.04%Best in row	—	—	+4.79%
Risk
	14.93%	11.97%Best in row	16.42%	14.14%	15.50%
	-0.01	0.83Best in row	0.58	0.64	0.15
	-0.01	1.17Best in row	0.77	0.89	0.20
	-60.64%	-81.00%	-19.39%Best in row	-36.51%	-37.59%

	-4.29%	+4.78%Best in row	+3.32%	+3.59%	-2.26%
	0.89	0.82	1.03	0.93	0.97
	80.5%	94.2%	104.9%Best in row	103.3%	87.5%
	100.0%	63.5%Best in row	86.4%	83.6%	100.3%

	1.89%	1.61%Best in row	2.56%	2.04%	2.23%
	₹7,731Cr	₹44,948Cr	₹567.11Cr	₹4,062Cr	₹2,383Cr
	1.00%	Up to 0.25%	0.50%	Up to 1.00%	—
	₹100	₹500	₹500	₹100	—
	₹1.00K	₹5.00K	₹5.00K	₹100	—
	29%	45%	107%	34%	31%
	Kunal Sangoi · 5.3y	Rama Srinivasan	Rajesh Bhatia	Shibani Sircar Kurian	—
	03 Apr 2006	03 Apr 2006	21 Jun 2023	23 Jul 2019	—

	30	23	28	30	—
	43.5%	53.7%	43.9%	47.0%	—
	4.8%	6.4%	3.0%	3.7%	—

2 rows carry the same value for every fund — show

Benchmark: Nifty 500
Lock-in: None

Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.