Nippon India Focused Equity Fund vs HDFC Focused 30 Fund compare

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HDFC Focused Fund - GROWTH PLAN

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Nippon India Focused Fund - Growth Plan -Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹23533 Cr	₹8464 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

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Nippon India Focused Fund - Growth Plan -Growth Option
1 Month	0.49%	0.89%
6 Month	7.27%	7.17%
1 Year	7.36%	3.58%
3 Year	21.31%	14.02%
5 Year	27.89%	21.16%

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Nippon India Focused Fund - Growth Plan -Growth Option
6 Month	4.22%	2.84%
1 Year	17%	14.24%
3 Year	20.6%	13.81%
5 Year	22.34%	14.51%

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Nippon India Focused Fund - Growth Plan -Growth Option
1 Year	15.12%	10.22%
3 Year	13.07%	14.95%
5 Year	12.21%	16.49%

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Nippon India Focused Fund - Growth Plan -Growth Option
Standard Deviation	9.78%	12.79%
Sharp	1.40%	0.69%
Beta	0.72%	0.91%
Alpha	6.95%	-0.87%

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

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Nippon India Focused Fund - Growth Plan -Growth Option
Others	14.42	4.89
Small Cap	13.07	15.63
Large Cap	69.31	61.36
Mid Cap	3.2	18.12

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Nippon India Focused Fund - Growth Plan -Growth Option
Others	11.95	4.89
Financial Services	38.99	-
Real Estate	2.47	-
Industrials	4.66	-
Healthcare	7.5	-
Consumer Cyclical	22.88	-
Basic Materials	2.65	-
Communication Services	2.39	-
Utilities	2.26	-
Technology	4.24	-
Petroleum Products	-	5.58
IT - Software	-	4.86
Finance	-	7.48
Banks	-	23.85
Cement & Cement Products	-	3.25
Leisure Services	-	5.96
Pharmaceuticals & Biotechnology	-	5.74
Automobiles	-	2.89
Entertainment	-	1.17
Beverages	-	3.08
Electrical Equipment	-	3.33
Retailing	-	8.31
Healthcare Services	-	2.73
Diversified	-	2.62
Transport Services	-	3.08
Auto Components	-	3.75
Industrial Manufacturing	-	1.85
Capital Markets	-	1.68
Power	-	3.9