Nippon India Focused Equity Fund vs HDFC Focused 30 Fund compare
HDFC Focused Fund - GROWTH PLAN
Nippon India Focused Fund - Growth Plan -Growth Option
Chart Comparison
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) | ₹26230 Cr | ₹8887 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 | -1.48% | -0.94% |
| 6 Month | 4.98% | 3.37% |
| 1 Year | 9.12% | 6.7% |
| 3 Year | 20.3% | 13.96% |
| 5 Year | 24.17% | 17.79% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 6 Month | 0.33% | 0.44% |
| 1 Year | 10.39% | 10.57% |
| 3 Year | 18.03% | 12.66% |
| 5 Year | 20.82% | 13.74% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 1 Year | 14.87% | 10.1% |
| 3 Year | 13.34% | 14.89% |
| 5 Year | 12.39% | 16.65% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Standard Deviation | 9.72% | 12.79% |
| Sharp | 1.31% | 0.66% |
| Beta | 0.72% | 0.9% |
| Alpha | 6.50% | -0.75% |
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 | 15.92 | 7.41 |
| Small Cap | 11.69 | 11.41 |
| Large Cap | 68.6 | 61.42 |
| Mid Cap | 3.78 | 19.76 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Others | 14.07 | 4.64 |
| Financial Services | 40.05 | 32.96 |
| Industrials | 5.1 | 9.79 |
| Healthcare | 6.7 | 10.43 |
| Consumer Cyclical | 20.38 | 20.04 |
| Basic Materials | 2.05 | 3.08 |
| Real Estate | 1.86 | - |
| Communication Services | 2.4 | 1.11 |
| Utilities | 2.78 | 3.93 |
| Technology | 4.61 | 5.01 |
| Energy | - | 5.75 |
| Consumer Defensive | - | 3.26 |
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