Edelweiss Focused Fund vs Nippon India Focused Equity Fund compare
Nippon India Focused Fund - Growth Plan -Growth Option
Edelweiss Focused Fund - Regular Plan - Growth
Chart Comparison
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) | ₹8599 Cr | ₹962 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 | -2.16% | -1.73% |
6 Month | 11.68% | 7.53% |
1 Year | 2.07% | 0.1% |
3 Year | 13.96% | 16.48% |
5 Year | 22.02% | - |
SIP Return Analysis
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.15% | 2.25% |
1 Year | 6.43% | 1.4% |
3 Year | 13.34% | 14.83% |
5 Year | 15.06% | - |
Rolling Lumpsum Returns
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 10.41% | 26.4% |
3 Year | 15.09% | 17.39% |
5 Year | 16.39% | - |
Risk Management
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.79% | - |
Sharp | 0.75% | - |
Beta | 0.9% | - |
Alpha | -0.75% | - |
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 | 3.36 | 8.53 |
Large Cap | 60.49 | 69.45 |
Small Cap | 13.64 | - |
Mid Cap | 22.51 | 22.02 |
Sector Allocation
Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 3.36 | 2.02 |
Energy | 5.59 | 6.19 |
Technology | 3.96 | 11.66 |
Communication Services | 1.07 | - |
Financial Services | 32.14 | 33.7 |
Basic Materials | 3.19 | 6.74 |
Consumer Cyclical | 22.6 | 14.9 |
Healthcare | 11.11 | 4.09 |
Consumer Defensive | 1.73 | 4.24 |
Industrials | 11.47 | 11.59 |
Utilities | 3.77 | 3.24 |
Real Estate | - | 1.62 |
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