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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) | ₹3636 Cr | ₹7280 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 | 2.85% | -0.08% |
| 6 Month | 18.89% | 9.57% |
| 1 Year | 4.35% | -2.78% |
| 3 Year | 18.09% | 17.31% |
| 5 Year | 19.62% | 20.08% |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 6 Month | 5.82% | 1.14% |
| 1 Year | 21.89% | 8.2% |
| 3 Year | 17.45% | 12.82% |
| 5 Year | 16.07% | 14.49% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 1 Year | 14.05% | 14.04% |
| 3 Year | 17.12% | 16.38% |
| 5 Year | 19.9% | 18.1% |
Risk Management
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Standard Deviation | 12.08% | 12.14% |
| Sharp | 0.76% | 0.78% |
| Beta | 0.90% | 0.88% |
| Alpha | 0.77% | 1.18% |
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 | 6.17 | 11.82 |
| Large Cap | 72.7 | 66.17 |
| Mid Cap | 19.03 | 9.34 |
| Small Cap | 2.1 | 12.67 |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Others | 2.9 | 4.84 |
| Energy | 3.58 | 1.93 |
| Technology | 9.84 | 7.48 |
| Industrials | 20.23 | 17.99 |
| Financial Services | 25.92 | 30.17 |
| Healthcare | 5.28 | 5.25 |
| Consumer Defensive | 2.37 | - |
| Utilities | 5.08 | 0 |
| Consumer Cyclical | 15.97 | 17.26 |
| Communication Services | 5.6 | 10.13 |
| Basic Materials | 3.23 | 4.95 |
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