HSBC Focused Fund vs Nippon India Focused Equity 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) | ₹8599 Cr | ₹1686 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 | -2.16% | -0.89% |
6 Month | 11.68% | 12.59% |
1 Year | 2.07% | 3.44% |
3 Year | 13.96% | 15.89% |
5 Year | 22.02% | 20.02% |
SIP Return Analysis
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
6 Month | 3.15% | 5.8% |
1 Year | 6.43% | 6.17% |
3 Year | 13.34% | 15.2% |
5 Year | 15.06% | 15.39% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Year | 10.41% | 17.78% |
3 Year | 15.09% | 18.03% |
5 Year | 16.39% | 20.39% |
Risk Management
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.79% | 14.43% |
Sharp | 0.75% | 0.73% |
Beta | 0.9% | 0.98% |
Alpha | -0.75% | 0.75% |
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 | 3.36 | 13.32 |
Large Cap | 60.49 | 41.24 |
Small Cap | 13.64 | 18.77 |
Mid Cap | 22.51 | 26.67 |
Sector Allocation
Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 3.36 | 4.82 |
Energy | 5.59 | 2.86 |
Technology | 3.96 | 7.55 |
Communication Services | 1.07 | - |
Financial Services | 32.14 | 39.67 |
Basic Materials | 3.19 | 4.37 |
Consumer Cyclical | 22.6 | 13.4 |
Healthcare | 11.11 | 9.44 |
Consumer Defensive | 1.73 | 2.99 |
Industrials | 11.47 | 14.91 |
Utilities | 3.77 | - |
Top Comparisons
ICICI Prudential Exports & Services Fund - Growth
3Y Returns20.1%
QUANT COMMODITIES FUND REGULAR PLAN GROWTH
3Y Returns0%
Invesco India Money Market Fund - Growth
3Y Returns7.17%
DSP Savings Fund - Regular Plan - Growth
3Y Returns7.15%
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
3Y Returns7.66%
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
3Y Returns7.66%
Franklin India Floating Rate Fund - Growth Plan
3Y Returns7.92%
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
3Y Returns7.66%