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) | ₹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 |
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