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Kotak Focused Equity Fund vs 360 ONE Focused Equity Fund Regular 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) ₹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 3.12% 2.46%
6 Month -6.01% -5.2%
1 Year 9.97% 8.24%
3 Year 12.84% 15.94%
5 Year 22.7% 25.44%

SIP Return Analysis

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option 360 ONE Focused Equity Fund Regular-Growth
6 Month 0.53% 0.39%
1 Year -4.37% -5.2%
3 Year 13.93% 15.32%
5 Year 15.27% 17.19%

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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