360 ONE FlexiCap Fund Regular vs Kotak Flexicap Fund compare

360 ONE FlexiCap Fund Regular vs Kotak Flexicap Fund compare

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Kotak Flexicap Fund - Growth

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360 ONE FlexiCap Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹56885 Cr	₹2116 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	-0.71%	-1.75%
6 Month	2.48%	2.06%
1 Year	4.48%	-2.46%
3 Year	15.59%	-
5 Year	16.18%	-

SIP Return Analysis

Scheme Name	Kotak Flexicap Fund - Growth	360 ONE FlexiCap Fund Regular - Growth
6 Month	1.3%	0.2%
1 Year	14.43%	8.94%
3 Year	14.69%	-
5 Year	14.71%	-

Rolling Lumpsum Returns

Scheme Name	Kotak Flexicap Fund - Growth	360 ONE FlexiCap Fund Regular - Growth
1 Year	11.92%	15.68%
3 Year	15.45%	-
5 Year	15.55%	-

Risk Management

Scheme Name	Kotak Flexicap Fund - Growth	360 ONE FlexiCap Fund Regular - Growth
Standard Deviation	12.47%	-
Sharp	0.74%	-
Beta	0.92%	-
Alpha	1.29%	-

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	4.93	18.48
Large Cap	68.36	51.21
Mid Cap	23.52	16.04
Small Cap	3.19	14.28

Sector Allocation

Scheme Name	Kotak Flexicap Fund - Growth	360 ONE FlexiCap Fund Regular - Growth
Others	2.06	5.61
Communication Services	3.15	5.4
Energy	6.06	4.33
Technology	6.78	10.37
Consumer Cyclical	11.96	12.5
Basic Materials	14.52	3.83
Healthcare	2.96	5.66
Industrials	19.71	21.91
Consumer Defensive	2.31	0.96
Financial Services	27.03	27.45
Utilities	3.45	1.97

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