DSP Focus Fund vs 360 ONE Focused Equity Fund Regular compare
360 ONE Focused Fund Regular-Growth
DSP Focused Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | 360 ONE Focused Fund Regular-Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Fund | 360 ONE Focused Fund Regular-Growth | DSP Focused Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Average |
Asset Size (Cr) | ₹7265 Cr | ₹2595 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 24 Oct 2014 | 10 Jun 2010 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 TRI | NIFTY 500 TRI |
Turn Over | % | 31% |
Expense Ratio | 1.78 | 2.04 |
Manager | Mayur Patel | Vinit Sambre |
ISIN Code | INF579M01878 | INF740K01532 |
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 | DSP Focus Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | 360 ONE Focused Fund Regular-Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
1 Month | 3.1% | 4% |
6 Month | 12.51% | 12.6% |
1 Year | -4.74% | -2.21% |
3 Year | 15.67% | 16.41% |
5 Year | 20.46% | 18.3% |
SIP Return Analysis
Scheme Name | 360 ONE Focused Fund Regular-Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.13% | 2.68% |
1 Year | 8.46% | 8.79% |
3 Year | 13.93% | 17.21% |
5 Year | 15.22% | 15.72% |
Rolling Lumpsum Returns
Scheme Name | 360 ONE Focused Fund Regular-Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 14.63% | 10.15% |
3 Year | 16.5% | 13.28% |
5 Year | 17.91% | 12.78% |
Risk Management
Scheme Name | 360 ONE Focused Fund Regular-Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.28% | 14.04% |
Sharp | 0.68% | 0.74% |
Beta | 0.87% | 0.91% |
Alpha | 1.45% | 1.5% |
Fund Managers
Scheme Name | 360 ONE Focused Fund Regular-Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Name | Mayur Patel | Vinit Sambre |
Total AUM | ₹6984 Cr | ₹31142 Cr |
Funds Managed | 3 | 3 |
360 ONE Focused Fund Regular-Growth | DSP Focused Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
360 ONE Focused Fund Regular-Growth |
DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 12.55 | 20.95 |
Large Cap | 65.21 | 46.86 |
Small Cap | 13.69 | 18.64 |
Mid Cap | 8.56 | 13.55 |
Sector Allocation
Scheme Name |
360 ONE Focused Fund Regular-Growth |
DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 5.82 | 8.13 |
Communication Services | 11.02 | 3.23 |
Technology | 7.49 | 12.42 |
Industrials | 16.62 | 5.82 |
Financial Services | 30.89 | 35.46 |
Healthcare | 6.4 | 9.2 |
Consumer Cyclical | 15.24 | 6.95 |
Energy | 1.81 | 3.66 |
Basic Materials | 3.8 | 7.67 |
Consumer Defensive | 0 | 2.38 |
Utilities | 0.92 | 1.9 |
Real Estate | - | 3.2 |
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