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 Risk | Very High Risk |
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 | -0.22% | -1.58% |
6 Month | -2.92% | -11.74% |
1 Year | 13.24% | 4.66% |
3 Year | 22.48% | 11.94% |
5 Year | 22.2% | 17.18% |
SIP Return Analysis
Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 2.51% | -8.55% |
3 Year | 21.31% | 10.82% |
5 Year | 24.85% | 16.22% |
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 | 11.516% | 12.79% |
Sharp | 1.24% | 0.37% |
Beta | 0.802% | 0.97% |
Alpha | 7.781% | -2.3% |
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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 |
Fund Manage | 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 | 13.27 | 10.21 |
Large Cap | 66.47 | 48.84 |
Small Cap | 16.75 | 21.58 |
Mid Cap | 3.51 | 19.37 |
Sector Allocation
Scheme Name |
HDFC Focused 30 Fund - GROWTH PLAN |
Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
Others | 13.27 | 10.21 |
Telecom - Services | 3.79 | - |
Banks | 35.37 | 22.56 |
Realty | 4.2 | - |
Agricultural, Commercial & Construction Vehicles | 1.33 | - |
Pharmaceuticals & Biotechnology | 7.92 | - |
Automobiles | 8.52 | 6.55 |
Aerospace & Defense | 0.57 | - |
Leisure Services | 3.01 | 6.26 |
Ferrous Metals | 1.74 | - |
Electrical Equipment | 1.31 | 2.28 |
Healthcare Services | 4.36 | 2.7 |
Insurance | 4.55 | 3.08 |
Consumer Durables | 1.7 | 0.97 |
Auto Components | 2.28 | 4.93 |
IT - Software | 4.63 | 4.7 |
Beverages | 1.45 | - |
Cement & Cement Products | - | 1.77 |
Petroleum Products | - | 4.25 |
IT - Services | - | 2.78 |
Finance | - | 9.02 |
Diversified FMCG | - | 3.03 |
Entertainment | - | 1.71 |
Retailing | - | 4.42 |
Diversified | - | 3.97 |
Industrial Manufacturing | - | 2.89 |
Capital Markets | - | 1.92 |
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