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) | ₹7265 Cr | ₹958 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 | 3.77% | 3.25% |
6 Month | 12.32% | 14.04% |
1 Year | -4.6% | -3.15% |
3 Year | 16.58% | 17.27% |
5 Year | 20.51% | - |
SIP Return Analysis
Scheme Name | 360 ONE Focused Fund Regular-Growth | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.13% | 3.35% |
1 Year | 8.46% | 8.15% |
3 Year | 13.93% | 15.88% |
5 Year | 15.22% | - |
Rolling Lumpsum Returns
Scheme Name | 360 ONE Focused Fund Regular-Growth | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 14.63% | 26.4% |
3 Year | 16.5% | 17.39% |
5 Year | 17.91% | - |
Risk Management
Scheme Name | 360 ONE Focused Fund Regular-Growth | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.28% | 13.16% |
Sharp | 0.68% | 0.69% |
Beta | 0.87% | 0.94% |
Alpha | 1.45% | 1.70% |
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 | 11.82 | 8.65 |
Large Cap | 66.17 | 68.96 |
Small Cap | 12.67 | - |
Mid Cap | 9.34 | 22.39 |
Sector Allocation
Scheme Name |
360 ONE Focused Fund Regular-Growth |
Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 4.84 | 2.43 |
Communication Services | 10.13 | - |
Technology | 7.48 | 11.69 |
Industrials | 17.99 | 11.45 |
Financial Services | 30.17 | 32.48 |
Healthcare | 5.25 | 3.84 |
Consumer Cyclical | 17.26 | 16.16 |
Energy | 1.93 | 6.07 |
Basic Materials | 4.95 | 6.82 |
Utilities | 0 | 3.19 |
Consumer Defensive | - | 4.36 |
Real Estate | - | 1.51 |
Top Comparisons
UTI MMF - Regular Plan - Growth Option
3Y Returns7.55%
Axis Money Market Fund - Regular Plan - Growth Option
3Y Returns7.5%
Aditya Birla Sun Life Multi-Index Fund Of Fund-Regular Growth
3Y Returns0%
Axis Multi Factor FoF Passive - Regular Plan - Growth Option
3Y Returns12.9%
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
3Y Returns15.4%
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
3Y Returns21.8%
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
3Y Returns0%
Canara Robeco Large Cap Fund - Regular Plan - Growth Option
3Y Returns15.72%