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) | ₹3942 Cr | ₹7364 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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