Nippon India Focused Equity Fund vs HDFC Focused 30 Fund compare
HDFC Focused Fund - GROWTH PLAN
Nippon India Focused Fund - Growth Plan -Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Nippon India Focused Fund - Growth Plan -Growth Option |
---|---|---|
Fund | HDFC Focused Fund - GROWTH PLAN | Nippon India Focused Fund - Growth Plan -Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Average |
Asset Size (Cr) | ₹22444 Cr | ₹8420 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 17 Sep 2004 | 26 Dec 2006 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | BSE 500 |
Turn Over | 24.96% | 59% |
Expense Ratio | 1.67 | 1.84 |
Manager | Dhruv Muchhal | Vinay Sharma |
ISIN Code | INF179K01574 | INF204K01GE7 |
Exits Load | HDFC Focused 30 Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Nippon India 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 | HDFC Focused Fund - GROWTH PLAN | Nippon India Focused Fund - Growth Plan -Growth Option |
---|---|---|
1 Month | 1.03% | -0.29% |
6 Month | 10.45% | 9.31% |
1 Year | 6.69% | -0.12% |
3 Year | 23.29% | 15% |
5 Year | 29.43% | 22.57% |
SIP Return Analysis
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Nippon India Focused Fund - Growth Plan -Growth Option |
---|---|---|
6 Month | 3.67% | 1.34% |
1 Year | 16.8% | 12.04% |
3 Year | 20.91% | 13.36% |
5 Year | 22.71% | 14.42% |
Rolling Lumpsum Returns
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Nippon India Focused Fund - Growth Plan -Growth Option |
---|---|---|
1 Year | 15.12% | 10.22% |
3 Year | 13.07% | 14.95% |
5 Year | 12.21% | 16.49% |
Risk Management
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Nippon India Focused Fund - Growth Plan -Growth Option |
---|---|---|
Standard Deviation | 9.92% | 12.79% |
Sharp | 1.44% | 0.69% |
Beta | 0.73% | 0.91% |
Alpha | 7.47% | -0.87% |
Fund Managers
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Nippon India Focused Fund - Growth Plan -Growth Option |
---|---|---|
Name | Dhruv Muchhal | Vinay Sharma |
Total AUM | ₹520687 Cr | ₹14183 Cr |
Funds Managed | 40 | 3 |
HDFC Focused Fund - GROWTH PLAN | Nippon India Focused Fund - Growth Plan -Growth Option |
Market Cap
Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Nippon India Focused Fund - Growth Plan -Growth Option |
---|---|---|
Others | 14.23 | 4.81 |
Small Cap | 13.88 | 13.69 |
Large Cap | 68.53 | 59.02 |
Mid Cap | 3.36 | 22.48 |
Sector Allocation
Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Nippon India Focused Fund - Growth Plan -Growth Option |
---|---|---|
Others | 11.59 | 4.81 |
Financial Services | 37.98 | 32.11 |
Real Estate | 2.64 | - |
Industrials | 4.77 | 11.22 |
Healthcare | 8.11 | 10.62 |
Consumer Cyclical | 23.8 | 19.99 |
Basic Materials | 2.68 | 3.29 |
Communication Services | 2.52 | 1.23 |
Utilities | 1.68 | 3.77 |
Technology | 4.21 | 4.98 |
Energy | - | 5.58 |
Consumer Defensive | - | 2.41 |
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