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
Chart Comparison
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 | 5.96% | 5.96% |
6 Month | -6.26% | -12.28% |
1 Year | 15.57% | 8.4% |
3 Year | 23.4% | 13.19% |
5 Year | 32.66% | 28.09% |
SIP Return Analysis
Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
6 Month | -0.48% | -3.17% |
1 Year | 2.84% | -7.62% |
3 Year | 22.27% | 12.2% |
5 Year | 25.24% | 16.4% |
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% | 0.43% |
Beta | 0.756% | 0.91% |
Alpha | 9.571% | -0.32% |
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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 | 6.92 |
Small Cap | 13.92 | 16.84 |
Large Cap | 66.22 | 54.78 |
Mid Cap | 3.81 | 21.46 |
Sector Allocation
Scheme Name |
HDFC Focused 30 Fund - GROWTH PLAN |
Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
Others | 13.91 | 6.92 |
Communication Services | 3.65 | 3.12 |
Financial Services | 39.06 | 36.38 |
Industrials | 3.31 | 11.91 |
Healthcare | 10.65 | 7.25 |
Consumer Cyclical | 20.08 | 20.65 |
Basic Materials | 2.77 | 3.18 |
Technology | 4.43 | 5.5 |
Real Estate | 2.12 | - |
Consumer Defensive | 0 | - |
Energy | - | 5.08 |
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