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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 ₹7265 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 2.95% 3.3%
6 Month 17.59% 11.67%
1 Year 0.17% -4.86%
3 Year 14.89% 15.65%
5 Year 20.07% 21.01%

SIP Return Analysis

Scheme Name Kotak Focused Fund- Regular plan _ Growth Option 360 ONE Focused Fund Regular-Growth
6 Month 5.8% 3.13%
1 Year 16.21% 8.46%
3 Year 16.41% 13.93%
5 Year 15.58% 15.22%

Rolling Lumpsum Returns

Scheme Name Kotak Focused Fund- Regular plan _ Growth Option 360 ONE Focused Fund Regular-Growth
1 Year 14.9% 14.63%
3 Year 17.25% 16.5%
5 Year 19.96% 17.91%

Risk Management

Scheme Name Kotak Focused Fund- Regular plan _ Growth Option 360 ONE Focused Fund Regular-Growth
Standard Deviation 12.23% 12.28%
Sharp 0.66% 0.68%
Beta 0.89% 0.87%
Alpha 1.02% 1.45%

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 4.66 12.55
Large Cap 74.77 65.21
Mid Cap 18.2 8.56
Small Cap 2.37 13.69

Sector Allocation

Scheme Name

Kotak Focused Fund- Regular plan _ Growth Option

360 ONE Focused Fund Regular-Growth

Others 1.12 5.82
Energy 3.64 1.81
Technology 9.59 7.49
Industrials 20.28 16.62
Financial Services 27.19 30.89
Healthcare 7.08 6.4
Consumer Defensive 2.39 0
Utilities 5.57 0.92
Consumer Cyclical 14.39 15.24
Communication Services 5.65 11.02
Basic Materials 3.11 3.8

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