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 | 2.69% | 2.83% |
| 6 Month | 8.23% | 7.29% |
| 1 Year | 5.36% | 2.57% |
| 3 Year | 14.47% | 16% |
| 5 Year | 22.11% | 20.17% |
SIP Return Analysis
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 6 Month | 2.84% | 3.22% |
| 1 Year | 14.24% | 11.5% |
| 3 Year | 13.81% | 13.23% |
| 5 Year | 14.51% | 14.65% |
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% | 12.02% |
| Sharp | 0.69% | 0.74% |
| Beta | 0.91% | 0.87% |
| Alpha | -0.87% | 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 | 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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