Nippon India Focused Equity Fund vs HSBC Focused Fund compare
Nippon India Focused Equity Fund -Growth Plan -Growth Option
HSBC Focused Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Nippon India Focused Equity Fund -Growth Plan -Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
Fund | Nippon India Focused Equity Fund -Growth Plan -Growth Option | HSBC Focused Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹7875 Cr | ₹1628 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 | 1.86 | 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 Equity Fund -Growth Plan -Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Month | 5.96% | 6.96% |
6 Month | -12.28% | -14.12% |
1 Year | 8.4% | 3.54% |
3 Year | 13.19% | 13.03% |
5 Year | 28.09% | - |
SIP Return Analysis
Scheme Name | Nippon India Focused Equity Fund -Growth Plan -Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
6 Month | -3.17% | -9.18% |
1 Year | -7.62% | -13.45% |
3 Year | 12.2% | 12.64% |
5 Year | 16.4% | - |
Rolling Lumpsum Returns
Scheme Name | Nippon India Focused Equity Fund -Growth Plan -Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Year | 11.09% | 21.56% |
3 Year | 15.06% | 18.11% |
5 Year | 16.01% | - |
Risk Management
Scheme Name | Nippon India Focused Equity Fund -Growth Plan -Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.79% | 16.134% |
Sharp | 0.43% | 0.335% |
Beta | 0.91% | 1.037% |
Alpha | -0.32% | -1.531% |
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Fund Managers
Scheme Name | Nippon India Focused Equity 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 Equity Fund -Growth Plan -Growth Option | HSBC Focused Fund - Regular Growth |
Market Cap
Scheme Name |
Nippon India Focused Equity Fund -Growth Plan -Growth Option |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 6.92 | 11.94 |
Large Cap | 54.78 | 32.27 |
Small Cap | 16.84 | 35.21 |
Mid Cap | 21.46 | 20.59 |
Sector Allocation
Scheme Name |
Nippon India Focused Equity Fund -Growth Plan -Growth Option |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 6.92 | 9.93 |
Energy | 5.08 | 3.23 |
Technology | 5.5 | 12.64 |
Communication Services | 3.12 | - |
Financial Services | 36.38 | 26.78 |
Basic Materials | 3.18 | 5.42 |
Consumer Cyclical | 20.65 | 9.48 |
Healthcare | 7.25 | 13.33 |
Industrials | 11.91 | 16.16 |
Consumer Defensive | - | 3.03 |
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