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) | ₹8712 Cr | ₹1708 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 | 1.43% | 0.77% |
| 6 Month | 5.39% | 6.62% |
| 1 Year | 8.11% | 2.54% |
| 3 Year | 14.23% | 15.9% |
| 5 Year | 19.74% | 17.3% |
SIP Return Analysis
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.47% | 3.12% |
| 1 Year | 17.01% | 15.22% |
| 3 Year | 14.48% | 14.8% |
| 5 Year | 14.83% | 14.93% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Year | 10.21% | 15.62% |
| 3 Year | 14.94% | 17.65% |
| 5 Year | 16.61% | 19.68% |
Risk Management
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.79% | 14.21% |
| Sharp | 0.67% | 0.67% |
| Beta | 0.9% | 0.99% |
| Alpha | -1.29% | 0.20% |
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 | 3.71 | 13.82 |
| Large Cap | 62.2 | 44.6 |
| Mid Cap | 21.24 | 25.07 |
| Small Cap | 12.85 | 16.5 |
Sector Allocation
| Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 3.71 | 5.53 |
| Energy | 5.56 | 2.99 |
| Technology | 4.86 | 8.09 |
| Financial Services | 34.14 | 34.38 |
| Basic Materials | 3.31 | 2.48 |
| Consumer Cyclical | 18.78 | 15.43 |
| Healthcare | 10.38 | 9.64 |
| Communication Services | 1.28 | - |
| Consumer Defensive | 3.24 | 4.94 |
| Industrials | 10.6 | 16.53 |
| Utilities | 4.14 | - |
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