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) | ₹8553 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 | 1.84 | 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 Equity Fund -Growth Plan -Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Month | 3.71% | 4.56% |
6 Month | 1.71% | -5.93% |
1 Year | 5.83% | 5.31% |
3 Year | 18.99% | 21% |
5 Year | 25.51% | - |
SIP Return Analysis
Scheme Name | Nippon India Focused Equity Fund -Growth Plan -Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
6 Month | 9.64% | 8.36% |
1 Year | 10.09% | 5.29% |
3 Year | 15.97% | 16.48% |
5 Year | 17.23% | - |
Rolling Lumpsum Returns
Scheme Name | Nippon India Focused Equity Fund -Growth Plan -Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Year | 10.67% | 19.18% |
3 Year | 14.89% | 17.81% |
5 Year | 16.24% | - |
Risk Management
Scheme Name | Nippon India Focused Equity Fund -Growth Plan -Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.73% | 16.134% |
Sharp | 0.84% | 0.335% |
Beta | 0.88% | 1.037% |
Alpha | 0.35% | -1.531% |
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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 | 6.95 | 11.94 |
Large Cap | 55.12 | 32.27 |
Small Cap | 15.13 | 35.21 |
Mid Cap | 22.8 | 20.59 |
Sector Allocation
Scheme Name |
Nippon India Focused Equity Fund -Growth Plan -Growth Option |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 6.95 | 9.93 |
Petroleum Products | 5.93 | - |
IT - Software | 4.13 | - |
IT - Services | 1.47 | - |
Finance | 7.63 | - |
Banks | 22.3 | - |
Cement & Cement Products | 3.33 | - |
Leisure Services | 6.01 | - |
Pharmaceuticals & Biotechnology | 5.44 | - |
Automobiles | 4.91 | - |
Entertainment | 1.06 | - |
Electrical Equipment | 2.99 | - |
Retailing | 7.9 | - |
Healthcare Services | 2.47 | - |
Auto Components | 4.18 | - |
Diversified | 3.5 | - |
Transport Services | 3.4 | - |
Industrial Manufacturing | 2 | - |
Capital Markets | 1.85 | - |
Insurance | 2.55 | - |
Technology | - | 12.64 |
Consumer Cyclical | - | 9.48 |
Healthcare | - | 13.33 |
Consumer Defensive | - | 3.03 |
Basic Materials | - | 5.42 |
Financial Services | - | 26.78 |
Industrials | - | 16.16 |
Energy | - | 3.23 |
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