Compare Mutual Funds

Insights from Fund Comparison

• Both 360 ONE Quant Fund (IDCW) and Kotak Special Opportunities Fund - Regular (IDCW) are Sectoral / Thematic, Equity schemes. 360 ONE Quant Fund (IDCW) is 4 yrs 5 m old and manages ₹807.4 Crs, whereas Kotak Special Opportunities Fund - Regular (IDCW) is 1 yrs 10 m old with ₹1,232.86 Crs.
• 360 ONE Quant Fund (IDCW) is older, but Kotak Special Opportunities Fund - Regular (IDCW) is larger — suggesting that while 360 ONE Quant Fund (IDCW) has more experience, Kotak Special Opportunities Fund - Regular (IDCW) may be attracting recent investor interest.
• 360 ONE Quant Fund (IDCW) has its top 3 sectors in Automobile (17.72%), Finance (16.45%), and Pharmaceuticals (10.83%), while Kotak Special Opportunities Fund - Regular (IDCW) focuses on Automobile (11.86%), Banks (11.56%), and Pharmaceuticals (9.25%).
• The funds share exposure to Automobile and Pharmaceuticals, but differ in the rest, which means they will partially move together but may diverge depending on how the unique sectors perform.
• 360 ONE Quant Fund (IDCW) holds Torrent Pharmaceuticals Limited (3.97%), Ashok Leyland Limited (3.71%), APL Apollo Tubes Limited (3.67%), Marico Limited (3.45%), and Muthoot Finance Limited (3.35%), whereas Kotak Special Opportunities Fund - Regular (IDCW) holds Hero MotoCorp Ltd. (6.32%), Maruti Suzuki India Limited (5.54%), NLC India Ltd. (Neyveli Lignite Corporation Ltd.) (5.01%), Indus Towers Ltd. (4.41%), and INDUSIND BANK LTD. (4.39%).
• The funds have completely different top holdings, which means their performance could diverge significantly depending on which stocks or sectors lead the market.
• In terms of risk profile, 360 ONE Quant Fund (IDCW) has 98.93% equity and 0.00% debt, while Kotak Special Opportunities Fund - Regular (IDCW) has 100.18% equity and 0.00% debt.
• Risk profile is similar for both funds.
• 360 ONE Quant Fund (IDCW) showed short-term strength over 6 Months (returns: -6.09%), outperforming Kotak Special Opportunities Fund - Regular (IDCW) by 4.34%. However, other periods (3 Months, 1 Year, 3 Years, returns: -2.96%, -1.36%, 21.48% ) lagged behind, suggesting this could be a temporary upswing. Monitor for sustained momentum before making long-term decisions.