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) | ₹8712 Cr | ₹7448 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 | 1.86% | 0.95% |
| 6 Month | 4.57% | 3.35% |
| 1 Year | 10.16% | 6.27% |
| 3 Year | 14.85% | 15.7% |
| 5 Year | 20.2% | 18.41% |
SIP Return Analysis
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 6 Month | 2.08% | 2.07% |
| 1 Year | 14.43% | 10.54% |
| 3 Year | 13.78% | 12.82% |
| 5 Year | 14.35% | 14.34% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 1 Year | 10.28% | 13.61% |
| 3 Year | 14.97% | 16.44% |
| 5 Year | 16.58% | 18.19% |
Risk Management
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Standard Deviation | 12.79% | 12.02% |
| Sharp | 0.67% | 0.74% |
| Beta | 0.9% | 0.87% |
| Alpha | -1.29% | 0.72% |
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 | 3.71 | 13.5 |
| Large Cap | 62.2 | 64.89 |
| Mid Cap | 21.24 | 10.23 |
| Small Cap | 12.85 | 11.38 |
Sector Allocation
| Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Others | 3.71 | 5.55 |
| Energy | 5.56 | 2.12 |
| Technology | 4.86 | 6.85 |
| Financial Services | 34.14 | 34.17 |
| Basic Materials | 3.31 | 4.67 |
| Consumer Cyclical | 18.78 | 12.95 |
| Healthcare | 10.38 | 3.31 |
| Communication Services | 1.28 | 10.7 |
| Consumer Defensive | 3.24 | - |
| Industrials | 10.6 | 19.67 |
| Utilities | 4.14 | - |
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