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) | ₹3536 Cr | ₹7400 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 | 4.38% | 1.8% |
6 Month | 5.52% | 2.84% |
1 Year | 3.98% | -0.91% |
3 Year | 20.1% | 21.71% |
5 Year | 21.34% | 23.39% |
SIP Return Analysis
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | 360 ONE Focused Fund Regular-Growth |
---|---|---|
6 Month | 10.72% | 7.61% |
1 Year | 14.06% | 7.15% |
3 Year | 17.56% | 16.2% |
5 Year | 16.83% | 17.13% |
Rolling Lumpsum Returns
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | 360 ONE Focused Fund Regular-Growth |
---|---|---|
1 Year | 16.08% | 15.15% |
3 Year | 17.15% | 16.3% |
5 Year | 19.33% | 17.73% |
Risk Management
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | 360 ONE Focused Fund Regular-Growth |
---|---|---|
Standard Deviation | 12.95% | 12.84% |
Sharp | 0.99% | 1.13% |
Beta | 0.90% | 0.88% |
Alpha | 0.05% | 2.06% |
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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 | 4.67 | 6.31 |
Large Cap | 76.24 | 66.62 |
Mid Cap | 16.66 | 12.52 |
Small Cap | 2.44 | 14.55 |
Sector Allocation
Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
360 ONE Focused Fund Regular-Growth |
---|---|---|
Others | 1.09 | 4.83 |
Energy | 4.09 | 1.28 |
Technology | 10.27 | 8.21 |
Industrials | 19.27 | 15.08 |
Financial Services | 28.54 | 30.23 |
Healthcare | 6.34 | 6.54 |
Consumer Defensive | 2.42 | 1.37 |
Utilities | 5.92 | 0.93 |
Consumer Cyclical | 13.44 | 15.17 |
Communication Services | 5.66 | 10.51 |
Basic Materials | 2.95 | 5.84 |
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