Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon Kotak Focused Fund- Regular plan _ Growth Option

Invest Now

tortoise-icon 360 ONE Focused Fund Regular-Growth

Invest Now

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) ₹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

Top Comparisons

Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth

3Y Returns7%

VS

Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth

3Y Returns7%

Compare Now

Mirae Asset Equity Savings Fund- Regular Plan- Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth

3Y Returns10.75%

VS

UTI Conservative Hybrid Fund - Regular Plan - Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns10.38%

Compare Now

Mahindra Manulife Liquid Fund - Regular Plan - Growth Mahindra Manulife Liquid Fund - Regular Plan - Growth

3Y Returns6.99%

VS

DSP Liquidity Fund - Regular Plan - Growth DSP Liquidity Fund - Regular Plan - Growth

3Y Returns6.97%

Compare Now

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

3Y Returns22.22%

VS

SBI Infrastructure Fund -  Regular Plan - Growth SBI Infrastructure Fund - Regular Plan - Growth

3Y Returns22.61%

Compare Now
Add to Cart Successfully