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Nippon India Focused Equity Fund vs HDFC Focused 30 Fund compare

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tortoise-icon HDFC Focused Fund - GROWTH PLAN

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tortoise-icon 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) ₹22444 Cr ₹8420 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 1.03% -0.29%
6 Month 10.45% 9.31%
1 Year 6.69% -0.12%
3 Year 23.29% 15%
5 Year 29.43% 22.57%

SIP Return Analysis

Scheme Name HDFC Focused Fund - GROWTH PLAN Nippon India Focused Fund - Growth Plan -Growth Option
6 Month 3.67% 1.34%
1 Year 16.8% 12.04%
3 Year 20.91% 13.36%
5 Year 22.71% 14.42%

Rolling Lumpsum Returns

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%

Risk Management

Scheme Name HDFC Focused Fund - GROWTH PLAN Nippon India Focused Fund - Growth Plan -Growth Option
Standard Deviation 9.92% 12.79%
Sharp 1.44% 0.69%
Beta 0.73% 0.91%
Alpha 7.47% -0.87%

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 14.23 4.81
Small Cap 13.88 13.69
Large Cap 68.53 59.02
Mid Cap 3.36 22.48

Sector Allocation

Scheme Name

HDFC Focused Fund - GROWTH PLAN

Nippon India Focused Fund - Growth Plan -Growth Option

Others 11.59 4.81
Financial Services 37.98 32.11
Real Estate 2.64 -
Industrials 4.77 11.22
Healthcare 8.11 10.62
Consumer Cyclical 23.8 19.99
Basic Materials 2.68 3.29
Communication Services 2.52 1.23
Utilities 1.68 3.77
Technology 4.21 4.98
Energy - 5.58
Consumer Defensive - 2.41

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