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) | ₹7487 Cr | ₹962 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 | -1.83% | -0.01% |
6 Month | 7.87% | 9.13% |
1 Year | -3.56% | -0.04% |
3 Year | 16.3% | 17.14% |
5 Year | 20.51% | - |
SIP Return Analysis
Scheme Name | 360 ONE Focused Fund Regular-Growth | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.1% | 2.25% |
1 Year | -0.06% | 1.4% |
3 Year | 12.41% | 14.83% |
5 Year | 14.6% | - |
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 | 12.17% | - |
Sharp | 0.87% | - |
Beta | 0.86% | - |
Alpha | 1.90% | - |
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 | 12.55 | 8.53 |
Large Cap | 65.21 | 69.45 |
Small Cap | 13.69 | - |
Mid Cap | 8.56 | 22.02 |
Sector Allocation
Scheme Name |
360 ONE Focused Fund Regular-Growth |
Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 5.82 | 2.02 |
Communication Services | 11.02 | - |
Technology | 7.49 | 11.66 |
Industrials | 16.62 | 11.59 |
Financial Services | 30.89 | 33.7 |
Healthcare | 6.4 | 4.09 |
Consumer Cyclical | 15.24 | 14.9 |
Energy | 1.81 | 6.19 |
Basic Materials | 3.8 | 6.74 |
Consumer Defensive | 0 | 4.24 |
Utilities | 0.92 | 3.24 |
Real Estate | - | 1.62 |
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