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

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)	₹13127 Cr	₹8586 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	05 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	1.84
Manager	Dhruv Muchhal	Vinay Sharma
ISIN Code	INF179K01574	INF204K01GE7
Exits Load	Exit load of 1% if redeemed within 1 year/365	Exit load for units more than 10% of the investments, an exit load of 1% if redeemed within 12 months./365

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	Nippon India Focused Equity Fund -Growth Plan -Growth Option
1 Month	0.76%	4.3%
6 Month	18.32%	23.54%
1 Year	43.05%	28.94%
3 Year	28.45%	17.41%
5 Year	24.9%	24.03%

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	Nippon India Focused Equity Fund -Growth Plan -Growth Option
6 Month	-	-
1 Year	19.57%	14.23%
3 Year	52.12%	34.18%
5 Year	101.93%	75.88%

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	Nippon India Focused Equity Fund -Growth Plan -Growth Option
1 Year	26.22%	24.59%
3 Year	75.97%	59.24%
5 Year	108.9%	84.23%

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%	0.84%
Beta	0.77%	0.94%
Alpha	9.33%	1.85%

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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

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	Nippon India Focused Equity Fund -Growth Plan -Growth Option
Others	12.85	4.9
Large Cap	69.63	50.73
Small Cap	13.95	21.25
Mid Cap	3.57	23.12

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	Nippon India Focused Equity Fund -Growth Plan -Growth Option
Others	9.31	4.25
Telecom - Services	3.87	-
IT - Software	9.03	-
Banks	36.33	-
Realty	5.83	-
Agricultural, Commercial & Construction Vehicles	1.26	-
Pharmaceuticals & Biotechnology	8.48	-
Automobiles	4.23	-
Aerospace & Defense	2.3	-
Electrical Equipment	1.35	-
Healthcare Services	4.88	-
Insurance	3.98	2.11
IT - Services	0.6	-
Transport Services	0.6	-
Consumer Durables	2.01	-
Auto Components	2.59	-
Leisure Services	2.18	-
Beverages	1.17	-
Materials	-	2.94
Energy	-	3.95
Technology	-	9.53
Financial	-	34.67
Services	-	12.99
Consumer Staples	-	5
Automobile	-	10.28
Healthcare	-	3.69
Diversified	-	3.89
Capital Goods	-	5.02
Consumer Discretionary	-	1.68