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) | ₹8887 Cr | ₹1723 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 | -1.64% | 0.07% |
| 6 Month | -0.23% | 2.63% |
| 1 Year | 7.66% | 1.28% |
| 3 Year | 14.87% | 16.9% |
| 5 Year | 17.46% | 15.55% |
SIP Return Analysis
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.9% | 3.12% |
| 1 Year | 12.5% | 15.81% |
| 3 Year | 12.77% | 14.25% |
| 5 Year | 13.77% | 14.71% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Year | 10.1% | 15.34% |
| 3 Year | 14.89% | 17.56% |
| 5 Year | 16.65% | 19.61% |
Risk Management
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.79% | 14.19% |
| Sharp | 0.66% | 0.64% |
| Beta | 0.9% | 0.99% |
| Alpha | -0.75% | 0.55% |
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 | 7.41 | 17.22 |
| Large Cap | 61.42 | 43.83 |
| Mid Cap | 19.76 | 24.67 |
| Small Cap | 11.41 | 14.28 |
Sector Allocation
| Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 4.64 | 6.89 |
| Energy | 5.75 | 2.82 |
| Technology | 5.01 | 8.75 |
| Financial Services | 32.96 | 34.98 |
| Basic Materials | 3.08 | 2.2 |
| Consumer Cyclical | 20.04 | 14.26 |
| Healthcare | 10.43 | 9.52 |
| Communication Services | 1.11 | - |
| Consumer Defensive | 3.26 | 4.9 |
| Industrials | 9.79 | 15.68 |
| Utilities | 3.93 | - |
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