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) | ₹26537 Cr | ₹8790 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 | 0.65% | 0.26% |
| 6 Month | 2.91% | 0.54% |
| 1 Year | 12.93% | 11% |
| 3 Year | 21.3% | 15.29% |
| 5 Year | 22.97% | 16.01% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 6 Month | 0.51% | 0.56% |
| 1 Year | 10.2% | 9.4% |
| 3 Year | 17.19% | 11.63% |
| 5 Year | 20.09% | 12.95% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 1 Year | 14.76% | 10.05% |
| 3 Year | 13.4% | 14.93% |
| 5 Year | 12.4% | 16.68% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Standard Deviation | 11.38% | 12.79% |
| Sharp | 1.48% | 0.76% |
| Beta | 0.71% | 0.89% |
| Alpha | 6.46% | -0.4% |
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 | 15.31 | 8.33 |
| Small Cap | 11.58 | 10.96 |
| Large Cap | 69.43 | 61.27 |
| Mid Cap | 3.68 | 19.43 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Others | 13.56 | 2.87 |
| Financial Services | 40.71 | 33.51 |
| Industrials | 5.25 | 7 |
| Healthcare | 6.49 | 10.3 |
| Consumer Cyclical | 20.44 | 21.04 |
| Basic Materials | 2.17 | 3.21 |
| Real Estate | 1.75 | - |
| Communication Services | 2.38 | 1.07 |
| Utilities | 2.69 | 7.01 |
| Technology | 4.56 | 4.82 |
| Energy | - | 5.82 |
| Consumer Defensive | - | 3.35 |
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