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Nippon India Focused Equity Fund vs HDFC Focused 30 Fund compare

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tortoise-icon HDFC Focused Fund - GROWTH PLAN

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tortoise-icon Nippon India Focused 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 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) ₹19578 Cr ₹8553 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 2.45% 2.01%
6 Month 5.66% 5.17%
1 Year 10.29% 3.29%
3 Year 27.48% 19.19%
5 Year 29.13% 24.4%

SIP Return Analysis

Scheme Name HDFC Focused Fund - GROWTH PLAN Nippon India Focused Fund - Growth Plan -Growth Option
6 Month 8.72% 11.65%
1 Year 15.72% 15.33%
3 Year 24.27% 17.89%
5 Year 25.54% 18.29%

Rolling Lumpsum Returns

Scheme Name HDFC Focused Fund - GROWTH PLAN Nippon India Focused Fund - Growth Plan -Growth Option
1 Year 15.65% 10.67%
3 Year 12.76% 14.89%
5 Year 12.06% 16.24%

Risk Management

Scheme Name HDFC Focused Fund - GROWTH PLAN Nippon India Focused Fund - Growth Plan -Growth Option
Standard Deviation 11.27% 12.79%
Sharp 1.47% 0.78%
Beta 0.76% 0.91%
Alpha 7.99% -0.4%

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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 16.06 6.95
Small Cap 13.92 15.13
Large Cap 66.22 55.12
Mid Cap 3.81 22.8

Sector Allocation

Scheme Name

HDFC Focused Fund - GROWTH PLAN

Nippon India Focused Fund - Growth Plan -Growth Option

Others 13.91 6.95
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 - 5.93
IT - Software - 4.13
IT - Services - 1.47
Finance - 7.63
Banks - 22.3
Cement & Cement Products - 3.33
Leisure Services - 6.01
Pharmaceuticals & Biotechnology - 5.44
Automobiles - 4.91
Entertainment - 1.06
Electrical Equipment - 2.99
Retailing - 7.9
Healthcare Services - 2.47
Auto Components - 4.18
Diversified - 3.5
Transport Services - 3.4
Industrial Manufacturing - 2
Capital Markets - 1.85
Insurance - 2.55

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