Nippon India Focused Equity Fund vs HDFC Focused 30 Fund compare
HDFC Focused 30 Fund - GROWTH PLAN
Nippon India Focused Equity Fund -Growth Plan -Growth Option
Chart Comparison
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) | ₹15688 Cr | ₹7875 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 | 1.86 |
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 | 5.35% | 5.89% |
6 Month | -0.52% | -3.75% |
1 Year | 15.47% | 8.6% |
3 Year | 24.55% | 15.4% |
5 Year | 31.11% | 25.72% |
SIP Return Analysis
Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
6 Month | 2.99% | 1.72% |
1 Year | 4.74% | -3.99% |
3 Year | 21.41% | 12.12% |
5 Year | 24.09% | 15.4% |
Rolling Lumpsum Returns
Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
1 Year | 16.01% | 11.09% |
3 Year | 12.6% | 15.06% |
5 Year | 11.81% | 16.01% |
Risk Management
Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
Standard Deviation | 11.245% | 12.79% |
Sharp | 1.3% | 0.56% |
Beta | 0.756% | 0.91% |
Alpha | 9.571% | -0.85% |
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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 |
Funds Managed | 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 | 16.06 | 5.32 |
Small Cap | 13.92 | 16.3 |
Large Cap | 66.22 | 54.84 |
Mid Cap | 3.81 | 23.54 |
Sector Allocation
Scheme Name |
HDFC Focused 30 Fund - GROWTH PLAN |
Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
Others | 13.91 | 5.32 |
Communication Services | 3.65 | - |
Financial Services | 39.06 | - |
Industrials | 3.31 | - |
Healthcare | 10.65 | - |
Consumer Cyclical | 20.08 | - |
Basic Materials | 2.77 | - |
Technology | 4.43 | - |
Real Estate | 2.12 | - |
Consumer Defensive | 0 | - |
Petroleum Products | - | 5.42 |
IT - Software | - | 4.17 |
IT - Services | - | 1.92 |
Finance | - | 9.61 |
Banks | - | 21.71 |
Cement & Cement Products | - | 3.29 |
Leisure Services | - | 5.63 |
Pharmaceuticals & Biotechnology | - | 4.89 |
Automobiles | - | 4.99 |
Entertainment | - | 1.06 |
Electrical Equipment | - | 2.95 |
Retailing | - | 8.06 |
Healthcare Services | - | 2.4 |
Auto Components | - | 4.83 |
Diversified | - | 3.48 |
Transport Services | - | 3.53 |
Industrial Manufacturing | - | 2.13 |
Capital Markets | - | 1.92 |
Insurance | - | 2.69 |
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