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% | 0.38% |
| 6 Month | 4% | 1.11% |
| 1 Year | 12.28% | 8.72% |
| 3 Year | 21.69% | 15.44% |
| 5 Year | 23.5% | 16.46% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 6 Month | 2.95% | 3.6% |
| 1 Year | 15.34% | 16.16% |
| 3 Year | 18.83% | 13.56% |
| 5 Year | 20.98% | 14.03% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 1 Year | 14.78% | 10.08% |
| 3 Year | 13.38% | 14.92% |
| 5 Year | 12.4% | 16.69% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Standard Deviation | 11.38% | 12.79% |
| Sharp | 1.48% | 0.76% |
| Beta | 0.71% | 0.89% |
| Alpha | 6.46% | -0.4% |
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 | 8.33 |
| Small Cap | 11.69 | 10.96 |
| Large Cap | 68.6 | 61.27 |
| Mid Cap | 3.78 | 19.43 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Others | 14.07 | 2.87 |
| Financial Services | 40.05 | 33.51 |
| Industrials | 5.1 | 7 |
| Healthcare | 6.7 | 10.3 |
| Consumer Cyclical | 20.38 | 21.04 |
| Basic Materials | 2.05 | 3.21 |
| Real Estate | 1.86 | - |
| Communication Services | 2.4 | 1.07 |
| Utilities | 2.78 | 7.01 |
| Technology | 4.61 | 4.82 |
| Energy | - | 5.82 |
| Consumer Defensive | - | 3.35 |
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