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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) ₹22444 Cr ₹8420 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 3.56% 2.8%
6 Month 16.05% 17.8%
1 Year 6.68% -1.05%
3 Year 22.59% 14.49%
5 Year 28.12% 21.61%

SIP Return Analysis

Scheme Name HDFC Focused Fund - GROWTH PLAN Nippon India Focused Fund - Growth Plan -Growth Option
6 Month 4.57% 3.57%
1 Year 15.71% 12.92%
3 Year 21.4% 14.38%
5 Year 23.19% 15.26%

Rolling Lumpsum Returns

Scheme Name HDFC Focused Fund - GROWTH PLAN Nippon India Focused Fund - Growth Plan -Growth Option
1 Year 15.45% 10.41%
3 Year 12.91% 15.09%
5 Year 12.12% 16.39%

Risk Management

Scheme Name HDFC Focused Fund - GROWTH PLAN Nippon India Focused Fund - Growth Plan -Growth Option
Standard Deviation 9.99% 12.79%
Sharp 1.39% 0.61%
Beta 0.72% 0.91%
Alpha 8.16% -0.65%

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 14.69 3.36
Small Cap 13.81 13.64
Large Cap 68.25 60.49
Mid Cap 3.25 22.51

Sector Allocation

Scheme Name

HDFC Focused Fund - GROWTH PLAN

Nippon India Focused Fund - Growth Plan -Growth Option

Others 11.94 3.36
Financial Services 39.52 32.14
Real Estate 2.76 -
Industrials 4.51 11.47
Healthcare 8.01 11.11
Consumer Cyclical 23.11 22.6
Basic Materials 2.8 3.19
Communication Services 2.68 1.07
Utilities 0.58 3.77
Technology 4.1 3.96
Energy - 5.59
Consumer Defensive - 1.73

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