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)	₹25140 Cr	₹8712 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	0.75%	0.94%
6 Month	6.67%	3.75%
1 Year	8.36%	4.7%
3 Year	20.3%	13.6%
5 Year	25.76%	18.83%

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Nippon India Focused Fund - Growth Plan -Growth Option
6 Month	3.28%	3.11%
1 Year	16.64%	15.92%
3 Year	19.59%	13.58%
5 Year	21.53%	14.13%

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Nippon India Focused Fund - Growth Plan -Growth Option
1 Year	14.91%	10.2%
3 Year	13.3%	14.92%
5 Year	12.35%	16.62%

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Nippon India Focused Fund - Growth Plan -Growth Option
Standard Deviation	9.72%	12.50%
Sharp	1.31%	0.59%
Beta	0.72%	0.90%
Alpha	6.50%	-0.42%

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	14.67	3.68
Small Cap	12.5	15.62
Large Cap	69.27	62.21
Mid Cap	3.56	18.49

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Nippon India Focused Fund - Growth Plan -Growth Option
Others	12.73	3.68
Financial Services	39.92	-
Real Estate	1.94	-
Industrials	4.92	-
Healthcare	7.07	-
Consumer Cyclical	21.45	-
Basic Materials	2.33	-
Communication Services	2.45	-
Utilities	2.75	-
Technology	4.45	-
Petroleum Products	-	5.56
IT - Software	-	4.86
Finance	-	7.82
Banks	-	24.42
Cement & Cement Products	-	3.31
Leisure Services	-	5.61
Pharmaceuticals & Biotechnology	-	5.78
Entertainment	-	1.28
Beverages	-	3.24
Electrical Equipment	-	3.6
Retailing	-	11.16
Healthcare Services	-	2.77
Diversified	-	2.56
Transport Services	-	2.63
Auto Components	-	3.86
Industrial Manufacturing	-	1.82
Capital Markets	-	1.9
Power	-	4.14