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

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

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tortoise-icon 360 ONE Focused Equity 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 Equity Fund- Regular plan _ Growth Option 360 ONE Focused Equity Fund Regular-Growth
Fund Kotak Focused Equity Fund- Regular plan _ Growth Option 360 ONE Focused Equity Fund Regular-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3530 Cr ₹7640 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 05 Jul 2019 30 Oct 2014
Category Focused Focused
Fund Type Open Ended Open-ended
Benchmark NIFTY 500 TRI BSE 500
Turn Over 21.79% %
Expense Ratio 1.88 1.8
Manager Arjun Khanna Mayur Patel
ISIN Code INF174KA1EK3 INF579M01878
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days./365 Exit load of 1% if redeemed within 12 months./365

Trailing Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option 360 ONE Focused Equity Fund Regular-Growth
1 Month 1.07% 1%
6 Month 20.62% 21.53%
1 Year 38.82% 41.35%
3 Year 17.56% 20.24%
5 Year 20.1% 25.4%

SIP Return Analysis

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option 360 ONE Focused Equity Fund Regular-Growth
6 Month - -
1 Year 16.78% 17.03%
3 Year 34.49% 40.36%
5 Year 66.61% 81.38%

Rolling Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option 360 ONE Focused Equity Fund Regular-Growth
1 Year 21.18% 24.71%
3 Year 50.95% 61.14%
5 Year 73.26% 89.65%

Risk Management

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option 360 ONE Focused Equity Fund Regular-Growth
Standard Deviation 11.68% 12.65%
Sharp 0.97% 1.08%
Beta 0.89% 0.88%
Alpha -0.21% 2.96%

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Fund Managers

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option 360 ONE Focused Equity Fund Regular-Growth
Name Arjun Khanna Mayur Patel
Total AUM ₹169639 Cr ₹6984 Cr
Fund Manage 24 3
Kotak Focused Equity Fund- Regular plan _ Growth Option 360 ONE Focused Equity Fund Regular-Growth

Market Cap

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

360 ONE Focused Equity Fund Regular-Growth

Others 1.33 2.39
Large Cap 81.84 60.97
Mid Cap 11.93 23.51
Small Cap 4.58 13.12

Sector Allocation

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

360 ONE Focused Equity Fund Regular-Growth

Others 1.33 2.25
Petroleum Products 4.19 -
IT - Software 9.65 -
Personal Products 5.27 -
Construction 3.11 4.66
Banks 18.39 -
Pharmaceuticals and Biotechnology 4.19 -
Healthcare Services 2.33 -
Industrial Products 4.07 -
Gas 3.29 -
Automobiles 8.66 -
Consumer Durables 4.86 -
Aerospace and Defense 3.99 -
Telecom - Services 3.36 -
Auto Components 5.47 -
Cement and Cement Products 3.02 -
Chemicals and Petrochemicals 1.51 -
Beverages 0.97 -
Finance 3.69 -
Power 4.72 -
Retailing 3.61 -
Communication - 13.39
Technology - 6.46
Financial - 29.13
Automobile - 15.29
Services - 4.65
Metals & Mining - 3.8
Energy - 7.48
Chemicals - 2.51
Capital Goods - 2.45
Consumer Discretionary - 1.99
Healthcare - 2.19
Materials - 3.74

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