Nippon India Flexi Cap Fund vs Edelweiss Flexi Cap Fund compare
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹9150 Cr | ₹2768 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 16 Aug 2021 | 03 Feb 2015 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 69% | 49% |
Expense Ratio | 1.74 | 1.96 |
Manager | Kinjal Desai | Trideep Bhattacharya |
ISIN Code | INF204KC1097 | INF843K01KN5 |
Exits Load | Nippon India Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Edelweiss Flexi Cap 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 Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.69% | 0.61% |
6 Month | 11.85% | 11.22% |
1 Year | -2.1% | -0.28% |
3 Year | 15.73% | 18.17% |
5 Year | - | 21.72% |
SIP Return Analysis
Scheme Name | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.47% | 3.26% |
1 Year | 3.09% | 2.61% |
3 Year | 13.49% | 16.19% |
5 Year | - | 16.81% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 15.49% | 12.79% |
3 Year | 16.06% | 15.26% |
5 Year | - | 14.89% |
Risk Management
Scheme Name | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.94% | 13.58% |
Sharp | 0.8% | 0.86% |
Beta | 0.93% | 0.98% |
Alpha | -0.28% | 1.76% |
Fund Managers
Scheme Name | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Kinjal Desai | Trideep Bhattacharya |
Total AUM | ₹81302 Cr | ₹0 Cr |
Funds Managed | 16 | 9 |
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 8.4 | 7.31 |
Large Cap | 58.69 | 61.51 |
Mid Cap | 16.81 | 23.05 |
Small Cap | 16.09 | 8.13 |
Sector Allocation
Scheme Name |
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.21 | 2.1 |
Energy | 5.47 | 5.21 |
Industrials | 15.61 | 11.72 |
Technology | 8.82 | 11.3 |
Consumer Cyclical | 15.21 | 12.48 |
Financial Services | 27.76 | 29.86 |
Consumer Defensive | 6.33 | 6.11 |
Basic Materials | 4.09 | 5.8 |
Healthcare | 5.49 | 7.95 |
Utilities | 3.32 | 2.87 |
Communication Services | 2.88 | 2.57 |
Real Estate | 0.8 | 2.03 |
Top Comparisons
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
3Y Returns17.7%
HSBC NIFTY 50 INDEX FUND - Regular Growth
3Y Returns12.83%
HDFC Banking and Financial Services Fund - Growth Option
3Y Returns16.59%
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
3Y Returns16.27%
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns12.87%
PGIM India Balanced Advantage Fund - Regular Growth
3Y Returns10.08%
Kotak Small Cap Fund Regular Growth
3Y Returns16.79%
Sundaram Small Cap Fund Regular Plan - Growth
3Y Returns20.77%