Nippon India Focused Equity Fund vs HDFC Focused 30 Fund compare

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tortoise-icon HDFC Focused 30 Fund - GROWTH PLAN

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tortoise-icon Nippon India Focused Equity Fund -Growth Plan -Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Nippon India Focused Equity Fund -Growth Plan -Growth Option
Fund HDFC Focused 30 Fund - GROWTH PLAN Nippon India Focused Equity Fund -Growth Plan -Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹14968 Cr ₹8477 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 1.68 1.85
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 30 Fund - GROWTH PLAN Nippon India Focused Equity Fund -Growth Plan -Growth Option
1 Month 0.33% 0.7%
6 Month 4.79% -0.23%
1 Year 24.32% 11.95%
3 Year 24.72% 15.04%
5 Year 22.51% 19.34%

SIP Return Analysis

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Nippon India Focused Equity Fund -Growth Plan -Growth Option
6 Month - -
1 Year 16.25% 6.66%
3 Year 26.46% 17.06%
5 Year 27.92% 20.46%

Rolling Lumpsum Returns

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Nippon India Focused Equity Fund -Growth Plan -Growth Option
1 Year 15.41% 10.95%
3 Year 12.4% 15.11%
5 Year 11.56% 15.75%

Risk Management

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Nippon India Focused Equity Fund -Growth Plan -Growth Option
Standard Deviation 11.38% 12.79%
Sharp 1.69% 0.68%
Beta 0.77% 0.94%
Alpha 9.33% 0.03%

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Fund Managers

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Nippon India Focused Equity Fund -Growth Plan -Growth Option
Name Dhruv Muchhal Vinay Sharma
Total AUM ₹520687 Cr ₹14183 Cr
Fund Manage 40 3
HDFC Focused 30 Fund - GROWTH PLAN Nippon India Focused Equity Fund -Growth Plan -Growth Option

Market Cap

Scheme Name

HDFC Focused 30 Fund - GROWTH PLAN

Nippon India Focused Equity Fund -Growth Plan -Growth Option

Others 13.27 10.21
Large Cap 66.47 48.84
Small Cap 16.75 21.58
Mid Cap 3.51 19.37

Sector Allocation

Scheme Name

HDFC Focused 30 Fund - GROWTH PLAN

Nippon India Focused Equity Fund -Growth Plan -Growth Option

Others 13.27 10.21
Telecom - Services 3.79 -
Banks 35.37 22.56
Realty 4.2 -
Agricultural, Commercial & Construction Vehicles 1.33 -
Pharmaceuticals & Biotechnology 7.92 -
Automobiles 8.52 6.55
Aerospace & Defense 0.57 -
Leisure Services 3.01 6.26
Ferrous Metals 1.74 -
Electrical Equipment 1.31 2.28
Healthcare Services 4.36 2.7
Insurance 4.55 3.08
Consumer Durables 1.7 0.97
Auto Components 2.28 4.93
IT - Software 4.63 4.7
Beverages 1.45 -
Cement & Cement Products - 1.77
Petroleum Products - 4.25
IT - Services - 2.78
Finance - 9.02
Diversified FMCG - 3.03
Entertainment - 1.71
Retailing - 4.42
Diversified - 3.97
Industrial Manufacturing - 2.89
Capital Markets - 1.92

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