360 ONE Focused Equity Fund Regular vs Kotak Focused Equity Fund compare
Kotak Focused Fund- Regular plan _ Growth Option
360 ONE Focused Fund Regular-Growth
Chart Comparison
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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