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

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

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Kotak Focused Fund- Regular plan _ Growth Option

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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)	₹3869 Cr	₹7448 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	0.03%	-1.13%
6 Month	7.85%	2.19%
1 Year	7.12%	-0.4%
3 Year	15.87%	14.83%
5 Year	17.23%	16.91%

SIP Return Analysis

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	360 ONE Focused Fund Regular-Growth
6 Month	3.29%	0.84%
1 Year	21.06%	9.58%
3 Year	16.32%	11.6%
5 Year	15.23%	13.54%

Rolling Lumpsum Returns

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	360 ONE Focused Fund Regular-Growth
1 Year	12.62%	13.38%
3 Year	16.98%	16.38%
5 Year	19.81%	18.17%

Risk Management

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	360 ONE Focused Fund Regular-Growth
Standard Deviation	12.07%	12.00%
Sharp	0.76%	0.69%
Beta	0.90%	0.87%
Alpha	1.37%	0.72%

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	8.05	13.5
Large Cap	71.07	64.89
Mid Cap	19.36	10.23
Small Cap	1.52	11.38

Sector Allocation

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	360 ONE Focused Fund Regular-Growth
Others	3.84	5.55
Energy	3.68	2.12
Technology	9.23	6.85
Industrials	20.66	19.67
Financial Services	27.12	34.17
Healthcare	5.52	3.31
Consumer Defensive	2.01	-
Utilities	3.11	-
Consumer Cyclical	16.21	12.95
Communication Services	5.73	10.7
Basic Materials	2.87	4.67

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