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Nippon India Focused Equity Fund vs HDFC Focused 30 Fund compare

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tortoise-icon HDFC Focused Fund - GROWTH PLAN

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tortoise-icon Nippon India Focused Fund - Growth Plan -Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 1.74% 0.01%
1 Year 11.85% 8.59%
3 Year 19% 11.97%
5 Year 21.45% 13.44%

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 9.78% 12.52%
Sharp 1.40% 0.60%
Beta 0.72% 0.90%
Alpha 6.95% -0.97%

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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