Nippon India Focused Equity Fund vs HSBC Focused Fund compare
Nippon India Focused Fund - Growth Plan -Growth Option
HSBC Focused Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
Fund | Nippon India Focused Fund - Growth Plan -Growth Option | HSBC Focused Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹8464 Cr | ₹1656 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 26 Dec 2006 | 22 Jul 2020 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 59% | 95% |
Expense Ratio | 1.84 | 2.09 |
Manager | Vinay Sharma | Cheenu Gupta |
ISIN Code | INF204K01GE7 | INF336L01PE6 |
Exits Load | Nippon India Focused Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HSBC Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Month | -0.17% | 0.66% |
6 Month | 7.92% | 11.06% |
1 Year | 1.75% | -0.27% |
3 Year | 15.18% | 17.81% |
5 Year | 22.53% | 19.85% |
SIP Return Analysis
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
6 Month | 1.46% | 3.2% |
1 Year | 12.83% | 13.27% |
3 Year | 13.78% | 15.5% |
5 Year | 14.71% | 15.37% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Year | 10.22% | 16.69% |
3 Year | 14.95% | 17.82% |
5 Year | 16.49% | 19.88% |
Risk Management
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.79% | 14.35% |
Sharp | 0.69% | 0.71% |
Beta | 0.91% | 1.00% |
Alpha | -0.87% | 0.83% |
Fund Managers
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
Name | Vinay Sharma | Cheenu Gupta |
Total AUM | ₹14183 Cr | ₹0 Cr |
Funds Managed | 3 | 9 |
Nippon India Focused Fund - Growth Plan -Growth Option | HSBC Focused Fund - Regular Growth |
Market Cap
Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 4.89 | 11.63 |
Large Cap | 61.37 | 45.82 |
Mid Cap | 20.85 | 25.52 |
Small Cap | 12.89 | 17.03 |
Sector Allocation
Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 4.89 | 3.13 |
Energy | 5.58 | 2.89 |
Technology | 4.86 | 7.77 |
Financial Services | 33.01 | 34.76 |
Basic Materials | 3.25 | 2.56 |
Consumer Cyclical | 19.03 | 16.08 |
Healthcare | 10.35 | 9.43 |
Communication Services | 1.17 | - |
Consumer Defensive | 3.08 | 5.21 |
Industrials | 10.88 | 18.17 |
Utilities | 3.9 | - |
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