HDFC Focused 30 Fund vs Nippon India Focused Equity Fund compare
HDFC Focused Fund - GROWTH PLAN
Nippon India Focused Fund - Growth Plan -Growth Option
Chart Comparison
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) | ₹23533 Cr | ₹8464 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 | 2.2% | 2.36% |
| 6 Month | 7.66% | 7.49% |
| 1 Year | 9.77% | 4.61% |
| 3 Year | 21.66% | 14.11% |
| 5 Year | 29.22% | 22.6% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 6 Month | 3.58% | 1.71% |
| 1 Year | 16.87% | 13.95% |
| 3 Year | 21.09% | 14.25% |
| 5 Year | 22.86% | 14.94% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 1 Year | 15.12% | 10.22% |
| 3 Year | 13.07% | 14.95% |
| 5 Year | 12.21% | 16.49% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Standard Deviation | 9.92% | 12.79% |
| Sharp | 1.44% | 0.69% |
| Beta | 0.73% | 0.91% |
| Alpha | 7.47% | -0.87% |
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 | 14.42 | 4.89 |
| Small Cap | 13.07 | 12.89 |
| Large Cap | 69.31 | 61.37 |
| Mid Cap | 3.2 | 20.85 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Others | 11.95 | 4.89 |
| Financial Services | 38.99 | 33.01 |
| Real Estate | 2.47 | - |
| Industrials | 4.66 | 10.88 |
| Healthcare | 7.5 | 10.35 |
| Consumer Cyclical | 22.88 | 19.03 |
| Basic Materials | 2.65 | 3.25 |
| Communication Services | 2.39 | 1.17 |
| Utilities | 2.26 | 3.9 |
| Technology | 4.24 | 4.86 |
| Energy | - | 5.58 |
| Consumer Defensive | - | 3.08 |
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