Nippon India Focused Equity Fund vs 360 ONE Focused Equity Fund Regular compare
Nippon India Focused Fund - Growth Plan -Growth Option
360 ONE Focused Fund Regular-Growth
Chart Comparison
Overview
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | 360 ONE Focused Fund Regular-Growth |
---|---|---|
Fund | Nippon India Focused Fund - Growth Plan -Growth Option | 360 ONE Focused Fund Regular-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Average |
Asset Size (Cr) | ₹8464 Cr | ₹7280 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 26 Dec 2006 | 24 Oct 2014 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | BSE 500 TRI |
Turn Over | 59% | % |
Expense Ratio | 1.84 | 1.78 |
Manager | Vinay Sharma | Mayur Patel |
ISIN Code | INF204K01GE7 | INF579M01878 |
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 | 360 ONE Focused Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | 360 ONE Focused Fund Regular-Growth |
---|---|---|
1 Month | 0.1% | 0.6% |
6 Month | 8.71% | 6.93% |
1 Year | 1.97% | -1.15% |
3 Year | 14.91% | 16.77% |
5 Year | 22.39% | 20.34% |
SIP Return Analysis
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | 360 ONE Focused Fund Regular-Growth |
---|---|---|
6 Month | 1.46% | 2.02% |
1 Year | 12.83% | 9.53% |
3 Year | 13.78% | 13.3% |
5 Year | 14.71% | 14.85% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | 360 ONE Focused Fund Regular-Growth |
---|---|---|
1 Year | 10.22% | 14.04% |
3 Year | 14.95% | 16.38% |
5 Year | 16.49% | 18.1% |
Risk Management
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | 360 ONE Focused Fund Regular-Growth |
---|---|---|
Standard Deviation | 12.79% | 12.14% |
Sharp | 0.69% | 0.78% |
Beta | 0.91% | 0.88% |
Alpha | -0.87% | 1.18% |
Fund Managers
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | 360 ONE Focused Fund Regular-Growth |
---|---|---|
Name | Vinay Sharma | Mayur Patel |
Total AUM | ₹14183 Cr | ₹6984 Cr |
Funds Managed | 3 | 3 |
Nippon India Focused Fund - Growth Plan -Growth Option | 360 ONE Focused Fund Regular-Growth |
Market Cap
Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
360 ONE Focused Fund Regular-Growth |
---|---|---|
Others | 4.89 | 10.67 |
Large Cap | 61.37 | 66.9 |
Mid Cap | 20.85 | 9.71 |
Small Cap | 12.89 | 12.72 |
Sector Allocation
Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
360 ONE Focused Fund Regular-Growth |
---|---|---|
Others | 4.89 | 2.95 |
Energy | 5.58 | 2.02 |
Technology | 4.86 | 7.17 |
Financial Services | 33.01 | 33.31 |
Basic Materials | 3.25 | 5.19 |
Consumer Cyclical | 19.03 | 16.68 |
Healthcare | 10.35 | 4.02 |
Communication Services | 1.17 | 10.12 |
Consumer Defensive | 3.08 | - |
Industrials | 10.88 | 18.53 |
Utilities | 3.9 | - |
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