Axis Focused Fund vs 360 ONE Focused Equity Fund Regular compare
360 ONE Focused Fund Regular-Growth
Axis Focused Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | 360 ONE Focused Fund Regular-Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Fund | 360 ONE Focused Fund Regular-Growth | Axis Focused Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹7265 Cr | ₹12286 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 24 Oct 2014 | 29 Jun 2012 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 TRI | NIFTY 500 TRI |
Turn Over | % | 180% |
Expense Ratio | 1.78 | 1.74 |
Manager | Mayur Patel | Shreyash Devalkar |
ISIN Code | INF579M01878 | INF846K01CH7 |
Exits Load | 360 ONE Focused Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis Focused 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 | 360 ONE Focused Fund Regular-Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 3.77% | 2.55% |
6 Month | 12.32% | 16.49% |
1 Year | -4.6% | -1.18% |
3 Year | 16.58% | 10.54% |
5 Year | 20.51% | 13.58% |
SIP Return Analysis
Scheme Name | 360 ONE Focused Fund Regular-Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.13% | 3.44% |
1 Year | 8.46% | 11.64% |
3 Year | 13.93% | 13.06% |
5 Year | 15.22% | 9.95% |
Rolling Lumpsum Returns
Scheme Name | 360 ONE Focused Fund Regular-Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 14.63% | 13.51% |
3 Year | 16.5% | 14.29% |
5 Year | 17.91% | 14.05% |
Risk Management
Scheme Name | 360 ONE Focused Fund Regular-Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.28% | 13.69% |
Sharp | 0.68% | 0.18% |
Beta | 0.87% | 0.92% |
Alpha | 1.45% | -4.75% |
Fund Managers
Scheme Name | 360 ONE Focused Fund Regular-Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Name | Mayur Patel | Shreyash Devalkar |
Total AUM | ₹6984 Cr | ₹166770 Cr |
Funds Managed | 3 | 14 |
360 ONE Focused Fund Regular-Growth | Axis Focused Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
360 ONE Focused Fund Regular-Growth |
Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 11.82 | 15.07 |
Large Cap | 66.17 | 66.84 |
Small Cap | 12.67 | - |
Mid Cap | 9.34 | 18.09 |
Sector Allocation
Scheme Name |
360 ONE Focused Fund Regular-Growth |
Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.84 | 6.42 |
Communication Services | 10.13 | 8.68 |
Technology | 7.48 | 5.23 |
Industrials | 17.99 | 10.53 |
Financial Services | 30.17 | 32.29 |
Healthcare | 5.25 | 10.99 |
Consumer Cyclical | 17.26 | 13.89 |
Energy | 1.93 | - |
Basic Materials | 4.95 | 3.88 |
Utilities | 0 | 3.04 |
Consumer Defensive | - | 1.54 |
Real Estate | - | 3.52 |
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