HDFC Focused 30 Fund vs Nippon India Focused Equity Fund compare

HDFC Focused 30 Fund vs Nippon India Focused Equity 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)	₹26230 Cr	₹8887 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

Trailing Lumpsum Returns

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Nippon India Focused Fund - Growth Plan -Growth Option
1 Month	-0.05%	0.33%
6 Month	5.92%	3.46%
1 Year	7.96%	5.22%
3 Year	20.35%	13.96%
5 Year	24.52%	18.32%

SIP Return Analysis

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Nippon India Focused Fund - Growth Plan -Growth Option
6 Month	2.21%	2.33%
1 Year	15.13%	15.35%
3 Year	19.01%	13.48%
5 Year	21.14%	13.95%

Rolling Lumpsum Returns

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%

Risk Management

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Nippon India Focused Fund - Growth Plan -Growth Option
Standard Deviation	9.72%	12.79%
Sharp	1.31%	0.66%
Beta	0.72%	0.9%
Alpha	6.50%	-0.75%

Fund Managers

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

Market Cap

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Nippon India Focused Fund - Growth Plan -Growth Option
Others	14.67	3.71
Small Cap	12.5	12.85
Large Cap	69.27	62.2
Mid Cap	3.56	21.24

Sector Allocation

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Nippon India Focused Fund - Growth Plan -Growth Option
Others	12.73	3.71
Financial Services	39.92	34.14
Real Estate	1.94	-
Industrials	4.92	10.6
Healthcare	7.07	10.38
Consumer Cyclical	21.45	18.78
Basic Materials	2.33	3.31
Communication Services	2.45	1.28
Utilities	2.75	4.14
Technology	4.45	4.86
Energy	-	5.56
Consumer Defensive	-	3.24

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