Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Edelweiss Focused Fund vs Nippon India Focused Equity Fund compare

Link copied to clipboard!

tortoise-icon Nippon India Focused Fund - Growth Plan -Growth Option

Invest Now

tortoise-icon Edelweiss Focused Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Nippon India Focused Fund - Growth Plan -Growth Option Edelweiss Focused Fund - Regular Plan - Growth
Fund Nippon India Focused Fund - Growth Plan -Growth Option Edelweiss Focused Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹8712 Cr ₹1030 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 26 Dec 2006 01 Aug 2022
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 59% 49%
Expense Ratio 1.84 2.24
Manager Vinay Sharma Trideep Bhattacharya
ISIN Code INF204K01GE7 INF754K01OL0
Exits Load Nippon India 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 Nippon India Focused Fund - Growth Plan -Growth Option Edelweiss Focused Fund - Regular Plan - Growth
1 Month 1.86% 0.63%
6 Month 4.57% 2.99%
1 Year 10.16% 6.59%
3 Year 14.85% 16.96%
5 Year 20.2% -

SIP Return Analysis

Scheme Name Nippon India Focused Fund - Growth Plan -Growth Option Edelweiss Focused Fund - Regular Plan - Growth
6 Month 2.08% 1.78%
1 Year 14.43% 9.72%
3 Year 13.78% 14.55%
5 Year 14.35% -

Rolling Lumpsum Returns

Scheme Name Nippon India Focused Fund - Growth Plan -Growth Option Edelweiss Focused Fund - Regular Plan - Growth
1 Year 10.28% 21.32%
3 Year 14.97% 16.65%
5 Year 16.58% -

Risk Management

Scheme Name Nippon India Focused Fund - Growth Plan -Growth Option Edelweiss Focused Fund - Regular Plan - Growth
Standard Deviation 12.79% 12.92%
Sharp 0.67% 0.77%
Beta 0.9% 0.94%
Alpha -1.29% 1.13%

Fund Managers

Scheme Name Nippon India Focused Fund - Growth Plan -Growth Option Edelweiss Focused Fund - Regular Plan - Growth
Name Vinay Sharma Trideep Bhattacharya
Total AUM ₹14183 Cr ₹0 Cr
Funds Managed 3 9
Nippon India Focused Fund - Growth Plan -Growth Option Edelweiss Focused Fund - Regular Plan - Growth

Market Cap

Scheme Name

Nippon India Focused Fund - Growth Plan -Growth Option

Edelweiss Focused Fund - Regular Plan - Growth

Others 3.71 13.78
Large Cap 62.2 61.19
Mid Cap 21.24 25.03
Small Cap 12.85 -

Sector Allocation

Scheme Name

Nippon India Focused Fund - Growth Plan -Growth Option

Edelweiss Focused Fund - Regular Plan - Growth

Others 3.71 1.49
Energy 5.56 6.19
Technology 4.86 11.73
Financial Services 34.14 31.16
Basic Materials 3.31 7.55
Consumer Cyclical 18.78 15.04
Healthcare 10.38 5.64
Communication Services 1.28 -
Consumer Defensive 3.24 4.02
Industrials 10.6 12.62
Utilities 4.14 3.05
Real Estate - 1.5

Top Comparisons

Kotak Bond Fund (G) Kotak Bond Fund (G)

3Y Returns6.81%

VS

Kotak Bond Fund - Regular Plan Growth Kotak Bond Fund - Regular Plan Growth

3Y Returns6.81%

Compare Now

HDFC Low Duration  Fund - Growth HDFC Low Duration Fund - Growth

3Y Returns7.24%

VS

SBI Magnum Low Duration Fund - Regular Plan - Growth SBI Magnum Low Duration Fund - Regular Plan - Growth

3Y Returns7.09%

Compare Now

Canara Robeco Short Duration Fund - Regular Plan - Growth Option Canara Robeco Short Duration Fund - Regular Plan - Growth Option

3Y Returns6.86%

VS

UTI Short Duration Fund - Regular Plan - Growth Option UTI Short Duration Fund - Regular Plan - Growth Option

3Y Returns7.52%

Compare Now

Kotak Banking and PSU Debt - Growth Kotak Banking and PSU Debt - Growth

3Y Returns7.56%

VS

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

3Y Returns7.5%

Compare Now
Add to Cart Successfully