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360 ONE Focused Equity Fund Regular vs Kotak Focused Equity Fund compare

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tortoise-icon Kotak Focused Fund- Regular plan _ Growth Option

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tortoise-icon 360 ONE Focused 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 Focused Fund- Regular plan _ Growth Option 360 ONE Focused Fund Regular-Growth
Fund Kotak Focused Fund- Regular plan _ Growth Option 360 ONE Focused Fund Regular-Growth
Investment Plan Growth Growth
Level of Risk Average Average
Asset Size (Cr) ₹3636 Cr ₹7280 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 16 Jul 2019 24 Oct 2014
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI BSE 500 TRI
Turn Over 21.79% %
Expense Ratio 1.9 1.78
Manager Arjun Khanna Mayur Patel
ISIN Code INF174KA1EK3 INF579M01878
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./365 360 ONE Focused Equity Fund - 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 Fund- Regular plan _ Growth Option 360 ONE Focused Fund Regular-Growth
1 Month 2.4% -0.62%
6 Month 18.37% 8.97%
1 Year 3.4% -3.83%
3 Year 17.67% 16.7%
5 Year 19.42% 19.88%

SIP Return Analysis

Scheme Name Kotak Focused Fund- Regular plan _ Growth Option 360 ONE Focused Fund Regular-Growth
6 Month 5.82% 1.14%
1 Year 21.89% 8.2%
3 Year 17.45% 12.82%
5 Year 16.07% 14.49%

Rolling Lumpsum Returns

Scheme Name Kotak Focused Fund- Regular plan _ Growth Option 360 ONE Focused Fund Regular-Growth
1 Year 14.05% 14.04%
3 Year 17.12% 16.38%
5 Year 19.9% 18.1%

Risk Management

Scheme Name Kotak Focused Fund- Regular plan _ Growth Option 360 ONE Focused Fund Regular-Growth
Standard Deviation 12.08% 12.14%
Sharp 0.76% 0.78%
Beta 0.90% 0.88%
Alpha 0.77% 1.18%

Fund Managers

Scheme Name Kotak Focused Fund- Regular plan _ Growth Option 360 ONE Focused Fund Regular-Growth
Name Arjun Khanna Mayur Patel
Total AUM ₹169639 Cr ₹6984 Cr
Funds Managed 24 3
Kotak Focused Fund- Regular plan _ Growth Option 360 ONE Focused Fund Regular-Growth

Market Cap

Scheme Name

Kotak Focused Fund- Regular plan _ Growth Option

360 ONE Focused Fund Regular-Growth

Others 6.17 11.82
Large Cap 72.7 66.17
Mid Cap 19.03 9.34
Small Cap 2.1 12.67

Sector Allocation

Scheme Name

Kotak Focused Fund- Regular plan _ Growth Option

360 ONE Focused Fund Regular-Growth

Others 2.9 4.84
Energy 3.58 1.93
Technology 9.84 7.48
Industrials 20.23 17.99
Financial Services 25.92 30.17
Healthcare 5.28 5.25
Consumer Defensive 2.37 -
Utilities 5.08 0
Consumer Cyclical 15.97 17.26
Communication Services 5.6 10.13
Basic Materials 3.23 4.95

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