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 | 5.89% | 5.25% |
6 Month | -3.75% | -9.21% |
1 Year | 8.6% | 4.38% |
3 Year | 15.4% | 16.04% |
5 Year | 25.72% | - |
SIP Return Analysis
Scheme Name | Nippon India Focused Equity Fund -Growth Plan -Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
6 Month | 1.72% | -3.01% |
1 Year | -3.99% | -10.52% |
3 Year | 12.12% | 11.94% |
5 Year | 15.4% | - |
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 | 0.56% | 0.335% |
Beta | 0.91% | 1.037% |
Alpha | -0.85% | -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 | 5.32 | 11.94 |
Large Cap | 54.84 | 32.27 |
Small Cap | 16.3 | 35.21 |
Mid Cap | 23.54 | 20.59 |
Sector Allocation
Scheme Name |
Nippon India Focused Equity Fund -Growth Plan -Growth Option |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 5.32 | 9.93 |
Petroleum Products | 5.42 | - |
IT - Software | 4.17 | - |
IT - Services | 1.92 | - |
Finance | 9.61 | - |
Banks | 21.71 | - |
Cement & Cement Products | 3.29 | - |
Leisure Services | 5.63 | - |
Pharmaceuticals & Biotechnology | 4.89 | - |
Automobiles | 4.99 | - |
Entertainment | 1.06 | - |
Electrical Equipment | 2.95 | - |
Retailing | 8.06 | - |
Healthcare Services | 2.4 | - |
Auto Components | 4.83 | - |
Diversified | 3.48 | - |
Transport Services | 3.53 | - |
Industrial Manufacturing | 2.13 | - |
Capital Markets | 1.92 | - |
Insurance | 2.69 | - |
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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