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) ₹8887 Cr ₹1041 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 0.27% 1.37%
6 Month 2.4% 2.7%
1 Year 8.28% 3.08%
3 Year 16.09% 18.69%
5 Year 17.91% -

SIP Return Analysis

Scheme Name Nippon India Focused Fund - Growth Plan -Growth Option Edelweiss Focused Fund - Regular Plan - Growth
6 Month 0.44% 0.87%
1 Year 10.57% 8.6%
3 Year 12.66% 13.82%
5 Year 13.74% -

Rolling Lumpsum Returns

Scheme Name Nippon India Focused Fund - Growth Plan -Growth Option Edelweiss Focused Fund - Regular Plan - Growth
1 Year 10.1% 21.32%
3 Year 14.89% 16.65%
5 Year 16.65% -

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 0.66% 0.75%
Beta 0.9% 0.95%
Alpha -0.75% 1.56%

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 7.41 15.07
Large Cap 61.42 60.73
Mid Cap 19.76 24.2
Small Cap 11.41 -

Sector Allocation

Scheme Name

Nippon India Focused Fund - Growth Plan -Growth Option

Edelweiss Focused Fund - Regular Plan - Growth

Others 4.64 1.74
Energy 5.75 6.45
Technology 5.01 12.46
Financial Services 32.96 31.89
Basic Materials 3.08 7.03
Consumer Cyclical 20.04 14.19
Healthcare 10.43 5.47
Communication Services 1.11 -
Consumer Defensive 3.26 3.96
Industrials 9.79 12.5
Utilities 3.93 2.93
Real Estate - 1.37

Top Comparisons

Tata Gilt Securities Fund -Regular Plan- Growth Option Tata Gilt Securities Fund -Regular Plan- Growth Option

3Y Returns6.77%

VS

Canara Robeco Gilt Fund - Regular Plan - Growth Option Canara Robeco Gilt Fund - Regular Plan - Growth Option

3Y Returns6.29%

Compare Now

Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option

3Y Returns18.64%

VS

Quant Large and Mid Cap Fund-Growth Quant Large and Mid Cap Fund-Growth

3Y Returns17.25%

Compare Now

HDFC Large and Mid Cap Fund - Growth Option HDFC Large and Mid Cap Fund - Growth Option

3Y Returns21.59%

VS

HSBC Large & Mid Cap Fund - Regular Growth HSBC Large & Mid Cap Fund - Regular Growth

3Y Returns21.85%

Compare Now

Canara Robeco Ultra Short Term Fund - Regular Plan - Growth Option Canara Robeco Ultra Short Term Fund - Regular Plan - Growth Option

3Y Returns6.54%

VS

LIC MF Ultra Short Term Fund Regular - Growth LIC MF Ultra Short Term Fund Regular - Growth

3Y Returns6.52%

Compare Now
Add to Cart Successfully