Nippon India Focused Equity Fund vs HDFC Focused 30 Fund compare

Nippon India Focused Equity Fund vs HDFC Focused 30 Fund compare

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HDFC Focused Fund - GROWTH PLAN

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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)	₹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	-1.58%	-3.96%
6 Month	1.73%	-2.35%
1 Year	12.49%	10.13%
3 Year	20.37%	14.02%
5 Year	23.09%	15.68%

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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