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

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

Link copied to clipboard!

Kotak Focused Fund- Regular plan _ Growth Option

Invest Now

360 ONE Focused Fund Regular-Growth

Invest Now

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)	₹3972 Cr	₹7229 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	-0.6%	-2.41%
6 Month	5.94%	-1.51%
1 Year	17.2%	6.64%
3 Year	18.08%	15.48%
5 Year	16.7%	15.38%

SIP Return Analysis

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	360 ONE Focused Fund Regular-Growth
6 Month	3.42%	1.43%
1 Year	19.81%	8.45%
3 Year	15.87%	10.29%
5 Year	15.18%	12.95%

Rolling Lumpsum Returns

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	360 ONE Focused Fund Regular-Growth
1 Year	12.61%	13.09%
3 Year	17%	16.32%
5 Year	19.71%	18.08%

Risk Management

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	360 ONE Focused Fund Regular-Growth
Standard Deviation	11.68%	12.65%
Sharp	0.93%	0.84%
Beta	0.9%	0.87%
Alpha	1.3%	0.44%

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	10.01	19.3
Large Cap	70.67	62.46
Mid Cap	19.31	10.52
Small Cap	-	7.73

Sector Allocation

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	360 ONE Focused Fund Regular-Growth
Others	1.39	4.43
Energy	3.79	1.99
Technology	9.54	7.85
Industrials	20.21	15.87
Financial Services	29.76	31.83
Healthcare	5.71	2.15
Consumer Defensive	2.14	1.36
Consumer Cyclical	15.77	18.48
Communication Services	5.72	11.55
Basic Materials	3.01	4.5
Utilities	2.96	-

Top Comparisons

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

3Y Returns26.5%

VS

Axis Midcap Fund - Regular Plan - Growth

3Y Returns19.69%

Compare Now

Nippon India Arbitrage Fund - Growth Plan - Growth Option

3Y Returns6.91%

VS

HSBC Arbitrage Fund - Regular Growth

3Y Returns6.87%

Compare Now

360 ONE Dynamic Bond Fund Regular-Growth

3Y Returns8.17%

VS

Mirae Asset Dynamic Bond Fund-Regular Plan Growth

3Y Returns6.59%

Compare Now

ICICI Prudential Focused Equity Fund - Growth

3Y Returns22.65%

VS

Quant Focused Fund-Growth

3Y Returns13.94%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully