Kotak Focused Equity Fund vs 360 ONE Focused Equity Fund Regular 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) | ₹3707 Cr | ₹7593 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 | -0.85% | -2.84% |
6 Month | 10.93% | 6.51% |
1 Year | 1.43% | -4.42% |
3 Year | 15% | 15.89% |
5 Year | 19.37% | 20.38% |
SIP Return Analysis
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | 360 ONE Focused Fund Regular-Growth |
---|---|---|
6 Month | 5.87% | 1.92% |
1 Year | 7.48% | -0.87% |
3 Year | 14.47% | 12.1% |
5 Year | 14.71% | 14.44% |
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 | 12.25% | 12.17% |
Sharp | 0.76% | 0.87% |
Beta | 0.89% | 0.86% |
Alpha | 0.37% | 1.90% |
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 | 5.27 | 13.06 |
Large Cap | 75 | 63.29 |
Mid Cap | 17.08 | 9.3 |
Small Cap | 2.66 | 14.36 |
Sector Allocation
Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
360 ONE Focused Fund Regular-Growth |
---|---|---|
Others | 1.36 | 5.88 |
Energy | 3.88 | 1.83 |
Technology | 10.33 | 7.22 |
Industrials | 19.8 | 15.63 |
Financial Services | 27.76 | 31.62 |
Healthcare | 6.79 | 6.39 |
Consumer Defensive | 2.21 | 1.31 |
Utilities | 5.67 | 0.91 |
Consumer Cyclical | 13.33 | 13.58 |
Communication Services | 5.85 | 11.45 |
Basic Materials | 3.03 | 4.19 |
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