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Kotak Focused Equity Fund vs 360 ONE Focused Equity Fund Regular 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) ₹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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