Edelweiss Focused Fund vs 360 ONE Focused Equity Fund Regular compare
360 ONE Focused Fund Regular-Growth
Edelweiss Focused Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | 360 ONE Focused Fund Regular-Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Fund | 360 ONE Focused Fund Regular-Growth | Edelweiss Focused Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹7448 Cr | ₹1030 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 24 Oct 2014 | 01 Aug 2022 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 TRI | NIFTY 500 TRI |
| Turn Over | % | 49% |
| Expense Ratio | 1.78 | 2.24 |
| Manager | Mayur Patel | Trideep Bhattacharya |
| ISIN Code | INF579M01878 | INF754K01OL0 |
| 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 | Edelweiss Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | 360 ONE Focused Fund Regular-Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.21% | -0.73% |
| 6 Month | -0.15% | 0.94% |
| 1 Year | -1.94% | -2.96% |
| 3 Year | 14.45% | 16.07% |
| 5 Year | 16.72% | - |
SIP Return Analysis
| Scheme Name | 360 ONE Focused Fund Regular-Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.59% | 2.88% |
| 1 Year | 9.61% | 12.38% |
| 3 Year | 11.67% | 14.57% |
| 5 Year | 13.65% | - |
Rolling Lumpsum Returns
| Scheme Name | 360 ONE Focused Fund Regular-Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.38% | 21.32% |
| 3 Year | 16.38% | 16.65% |
| 5 Year | 18.17% | - |
Risk Management
| Scheme Name | 360 ONE Focused Fund Regular-Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.00% | 12.92% |
| Sharp | 0.69% | 0.75% |
| Beta | 0.87% | 0.95% |
| Alpha | 0.72% | 1.56% |
Fund Managers
| Scheme Name | 360 ONE Focused Fund Regular-Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Name | Mayur Patel | Trideep Bhattacharya |
| Total AUM | ₹6984 Cr | ₹0 Cr |
| Funds Managed | 3 | 9 |
| 360 ONE Focused Fund Regular-Growth | Edelweiss Focused Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
360 ONE Focused Fund Regular-Growth |
Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 13.5 | 13.78 |
| Large Cap | 64.89 | 61.19 |
| Small Cap | 11.38 | - |
| Mid Cap | 10.23 | 25.03 |
Sector Allocation
| Scheme Name |
360 ONE Focused Fund Regular-Growth |
Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.55 | 1.49 |
| Communication Services | 10.7 | - |
| Technology | 6.85 | 11.73 |
| Industrials | 19.67 | 12.62 |
| Financial Services | 34.17 | 31.16 |
| Healthcare | 3.31 | 5.64 |
| Consumer Cyclical | 12.95 | 15.04 |
| Energy | 2.12 | 6.19 |
| Basic Materials | 4.67 | 7.55 |
| Consumer Defensive | - | 4.02 |
| Real Estate | - | 1.5 |
| Utilities | - | 3.05 |
Top Comparisons
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
3Y Returns9.39%
HSBC Medium Duration Fund - Regular Growth
3Y Returns7.61%
DSP India T.I.G.E.R. Fund - Regular Plan - Growth
3Y Returns22.88%
HSBC Infrastructure Fund - Regular Growth
3Y Returns20.44%
HSBC Large & Mid Cap Fund - Regular Growth
3Y Returns18.93%
Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option
3Y Returns14.79%
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
3Y Returns14.8%
UTI India Consumer Fund - Regular Plan - Growth Option
3Y Returns13.66%