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360 ONE FlexiCap Fund Regular vs Kotak Flexicap Fund compare
Kotak Flexicap Fund - Growth
360 ONE FlexiCap Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Flexicap Fund - Growth | 360 ONE FlexiCap Fund Regular - Growth |
|---|---|---|
| Fund | Kotak Flexicap Fund - Growth | 360 ONE FlexiCap Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹54841 Cr | ₹1878 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 11 Sep 2009 | 26 Jun 2023 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 TRI |
| Turn Over | 16.04% | % |
| Expense Ratio | 1.46 | 2.06 |
| Manager | Harsha Upadhyaya | Mayur Patel |
| ISIN Code | INF174K01336 | INF579M01AP7 |
| Exits Load | Kotak Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 360 ONE Flexicap 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 Flexicap Fund - Growth | 360 ONE FlexiCap Fund Regular - Growth |
|---|---|---|
| 1 Month | -4.84% | -3.9% |
| 6 Month | 7.66% | 2.34% |
| 1 Year | 2.26% | -1.63% |
| 3 Year | 16.3% | - |
| 5 Year | 19.18% | - |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | 360 ONE FlexiCap Fund Regular - Growth |
|---|---|---|
| 6 Month | 4.42% | 3.11% |
| 1 Year | 7.3% | -0.53% |
| 3 Year | 15.02% | - |
| 5 Year | 15.22% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | 360 ONE FlexiCap Fund Regular - Growth |
|---|---|---|
| 1 Year | 12.26% | 20.52% |
| 3 Year | 15.22% | - |
| 5 Year | 15.42% | - |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | 360 ONE FlexiCap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.26% | - |
| Sharp | 1.19% | - |
| Beta | 0.93% | - |
| Alpha | 1.4% | - |
Fund Managers
| Scheme Name | Kotak Flexicap Fund - Growth | 360 ONE FlexiCap Fund Regular - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Mayur Patel |
| Total AUM | ₹139411 Cr | ₹6984 Cr |
| Funds Managed | 11 | 3 |
| Kotak Flexicap Fund - Growth | 360 ONE FlexiCap Fund Regular - Growth |
Market Cap
| Scheme Name |
Kotak Flexicap Fund - Growth |
360 ONE FlexiCap Fund Regular - Growth |
|---|---|---|
| Others | 2.34 | 13.84 |
| Large Cap | 68.68 | 49.65 |
| Small Cap | 4.62 | 21.04 |
| Mid Cap | 24.36 | 15.47 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
360 ONE FlexiCap Fund Regular - Growth |
|---|---|---|
| Others | 1.9 | 3.02 |
| Communication Services | 3.15 | 7.35 |
| Energy | 6.12 | 4.62 |
| Technology | 7.86 | 12.48 |
| Consumer Cyclical | 9.68 | 15.09 |
| Healthcare | 3.12 | 6.87 |
| Industrials | 21.74 | 17.67 |
| Consumer Defensive | 2.36 | 0 |
| Basic Materials | 14.69 | 3.03 |
| Financial Services | 25.73 | 29.02 |
| Utilities | 3.64 | 0.85 |
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