360 ONE Focused Equity Fund Regular vs Kotak Focused Equity Fund compare
Kotak Focused Equity Fund- Regular plan _ Growth Option
360 ONE Focused Equity Fund Regular-Growth
Chart Comparison
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) | ₹3349 Cr | ₹6885 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 Equity Fund- Regular plan _ Growth Option | 360 ONE Focused Equity Fund Regular-Growth |
---|---|---|
1 Month | 6.47% | 5.53% |
6 Month | -7.21% | -7.46% |
1 Year | 8.39% | 6.44% |
3 Year | 12.14% | 14.56% |
5 Year | 21.82% | 24.28% |
SIP Return Analysis
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | 360 ONE Focused Equity Fund Regular-Growth |
---|---|---|
6 Month | -3.87% | -2.97% |
1 Year | -12.19% | -11.48% |
3 Year | 10.79% | 12.75% |
5 Year | 13.35% | 15.62% |
Rolling Lumpsum Returns
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | 360 ONE Focused Equity Fund Regular-Growth |
---|---|---|
1 Year | 18.28% | 16.06% |
3 Year | 17.37% | 16.35% |
5 Year | 18.3% | 17.57% |
Risk Management
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | 360 ONE Focused Equity Fund Regular-Growth |
---|---|---|
Standard Deviation | 13.295% | 13.676% |
Sharp | 0.368% | 0.506% |
Beta | 0.898% | 0.943% |
Alpha | -1.119% | -0.687% |
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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 |
Funds Managed | 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 | 4.22 | 4.21 |
Large Cap | 75.43 | 65.98 |
Mid Cap | 12.09 | 12.53 |
Small Cap | 8.26 | 17.27 |
Sector Allocation
Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
360 ONE Focused Equity Fund Regular-Growth |
---|---|---|
Others | 1.27 | 4.03 |
Energy | 3.85 | - |
Technology | 13.03 | 10.72 |
Industrials | 19.62 | 11.19 |
Financial Services | 24.56 | 32.3 |
Healthcare | 7.2 | 6.78 |
Consumer Cyclical | 13.45 | 15.74 |
Consumer Defensive | 2.32 | 1.6 |
Utilities | 6.27 | 1.01 |
Communication Services | 5.24 | 10.29 |
Basic Materials | 3.19 | 6.33 |
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