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) | ₹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 | 3.26% | 2.93% |
6 Month | 14.52% | 16.07% |
1 Year | 5.64% | -1.47% |
3 Year | 21.57% | 13.39% |
5 Year | 28.13% | 21.93% |
SIP Return Analysis
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Nippon India Focused Fund - Growth Plan -Growth Option |
---|---|---|
6 Month | 4.57% | 3.57% |
1 Year | 15.71% | 12.92% |
3 Year | 21.4% | 14.38% |
5 Year | 23.19% | 15.26% |
Rolling Lumpsum Returns
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Nippon India Focused Fund - Growth Plan -Growth Option |
---|---|---|
1 Year | 15.45% | 10.41% |
3 Year | 12.91% | 15.09% |
5 Year | 12.12% | 16.39% |
Risk Management
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Nippon India Focused Fund - Growth Plan -Growth Option |
---|---|---|
Standard Deviation | 9.99% | 12.79% |
Sharp | 1.39% | 0.61% |
Beta | 0.72% | 0.91% |
Alpha | 8.16% | -0.65% |
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 | 14.69 | 3.36 |
Small Cap | 13.81 | 13.64 |
Large Cap | 68.25 | 60.49 |
Mid Cap | 3.25 | 22.51 |
Sector Allocation
Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Nippon India Focused Fund - Growth Plan -Growth Option |
---|---|---|
Others | 11.94 | 3.36 |
Financial Services | 39.52 | 32.14 |
Real Estate | 2.76 | - |
Industrials | 4.51 | 11.47 |
Healthcare | 8.01 | 11.11 |
Consumer Cyclical | 23.11 | 22.6 |
Basic Materials | 2.8 | 3.19 |
Communication Services | 2.68 | 1.07 |
Utilities | 0.58 | 3.77 |
Technology | 4.1 | 3.96 |
Energy | - | 5.59 |
Consumer Defensive | - | 1.73 |
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