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) | ₹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 |
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