Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Nippon India Focused Equity Fund vs HDFC Focused 30 Fund compare

Link copied to clipboard!

tortoise-icon HDFC Focused 30 Fund - GROWTH PLAN

Invest Now

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

Invest Now

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) ₹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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

360 ONE Liquid Fund Regular-Growth 360 ONE Liquid Fund Regular-Growth

3Y Returns6.71%

VS

Canara Robeco Liquid Fund - Regular Plan - Growth Option Canara Robeco Liquid Fund - Regular Plan - Growth Option

3Y Returns6.89%

Compare Now

ITI Ultra Short Duration Fund Regular - Growth ITI Ultra Short Duration Fund Regular - Growth

3Y Returns6.12%

VS

LIC MF Ultra Short Term Fund Regular - Growth LIC MF Ultra Short Term Fund Regular - Growth

3Y Returns6.22%

Compare Now

ICICI Prudential Bharat Consumption Fund - Growth Option ICICI Prudential Bharat Consumption Fund - Growth Option

3Y Returns18.84%

VS

UTI India Consumer Fund - Regular Plan - Growth Option UTI India Consumer Fund - Regular Plan - Growth Option

3Y Returns15.32%

Compare Now

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

3Y Returns6.04%

VS

HSBC Medium Duration Fund - Regular Growth HSBC Medium Duration Fund - Regular Growth

3Y Returns7.68%

Compare Now
Add to Cart Successfully