Edelweiss Focused Fund vs Nippon India Focused Equity Fund compare
Nippon India Focused Equity Fund -Growth Plan -Growth Option
Edelweiss Focused Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Nippon India Focused Equity Fund -Growth Plan -Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Fund | Nippon India Focused Equity Fund -Growth Plan -Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹7875 Cr | ₹897 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 | 1.86 | 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 Equity Fund -Growth Plan -Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
1 Month | 5.95% | 5.52% |
6 Month | -11.15% | -11.53% |
1 Year | 8.39% | 9.07% |
3 Year | 12.54% | - |
5 Year | 28.05% | - |
SIP Return Analysis
Scheme Name | Nippon India Focused Equity Fund -Growth Plan -Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | -3.17% | -5.63% |
1 Year | -7.62% | -8.33% |
3 Year | 12.2% | - |
5 Year | 16.4% | - |
Rolling Lumpsum Returns
Scheme Name | Nippon India Focused Equity Fund -Growth Plan -Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 11.09% | 33.15% |
3 Year | 15.06% | - |
5 Year | 16.01% | - |
Risk Management
Scheme Name | Nippon India Focused Equity Fund -Growth Plan -Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.79% | - |
Sharp | 0.43% | - |
Beta | 0.91% | - |
Alpha | -0.32% | - |
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Fund Managers
Scheme Name | Nippon India Focused Equity 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 Equity Fund -Growth Plan -Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Nippon India Focused Equity Fund -Growth Plan -Growth Option |
Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 6.92 | 6.4 |
Large Cap | 54.78 | 67.43 |
Small Cap | 16.84 | 3.43 |
Mid Cap | 21.46 | 22.74 |
Sector Allocation
Scheme Name |
Nippon India Focused Equity Fund -Growth Plan -Growth Option |
Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 6.92 | 3.35 |
Energy | 5.08 | 4.44 |
Technology | 5.5 | 14.64 |
Communication Services | 3.12 | - |
Financial Services | 36.38 | 30.14 |
Basic Materials | 3.18 | 3.52 |
Consumer Cyclical | 20.65 | 16.75 |
Healthcare | 7.25 | 4.37 |
Industrials | 11.91 | 14.09 |
Consumer Defensive | - | 3.88 |
Real Estate | - | 2.1 |
Utilities | - | 2.71 |
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