HSBC Focused Fund vs Nippon India Focused Equity 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 | 3.46% | 2.1% |
6 Month | -2.59% | -7.75% |
1 Year | 7.47% | 0.87% |
3 Year | 13.76% | 14.04% |
5 Year | 24.7% | - |
SIP Return Analysis
Scheme Name | Nippon India Focused Equity Fund -Growth Plan -Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
6 Month | 2.93% | -1.84% |
1 Year | -1.92% | -8.13% |
3 Year | 13.81% | 13.81% |
5 Year | 16.74% | - |
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 | 0.4% | 0.335% |
Beta | 0.9% | 1.037% |
Alpha | -0.69% | -1.531% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 5.95 | 11.94 |
Large Cap | 56.47 | 32.27 |
Small Cap | 16.75 | 35.21 |
Mid Cap | 20.83 | 20.59 |
Sector Allocation
Scheme Name |
Nippon India Focused Equity Fund -Growth Plan -Growth Option |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 5.95 | 9.93 |
Energy | 5.08 | 3.23 |
Technology | 4.75 | 12.64 |
Communication Services | 2.89 | - |
Financial Services | 37.63 | 26.78 |
Basic Materials | 3.08 | 5.42 |
Consumer Cyclical | 21.99 | 9.48 |
Healthcare | 7.03 | 13.33 |
Industrials | 11.6 | 16.16 |
Consumer Defensive | - | 3.03 |
Top Comparisons
Invesco India Financial Services Fund - Retail Growth
3Y Returns20.64%
LIC MF Banking & Financial Services Fund Regular-Growth
3Y Returns14.76%
BANDHAN Flexi Cap Fund - Regular Plan - Growth
3Y Returns14.8%
SBI Flexicap Fund - REGULAR PLAN -Growth Option
3Y Returns11.98%
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH
3Y Returns11.62%
Quant Quantamental Fund Regular - Growth
3Y Returns20.4%
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option
3Y Returns6.2%
Mirae Asset Ultra Short Duration Fund Regular Growth
3Y Returns6.95%