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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) ₹26230 Cr ₹8887 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 -1.59% -1.37%
6 Month 4.22% 2.29%
1 Year 8.1% 5.32%
3 Year 20.31% 13.81%
5 Year 24.05% 17.66%

SIP Return Analysis

Scheme Name HDFC Focused Fund - GROWTH PLAN Nippon India Focused Fund - Growth Plan -Growth Option
6 Month 2.21% 2.33%
1 Year 15.13% 15.35%
3 Year 19.01% 13.48%
5 Year 21.14% 13.95%

Rolling Lumpsum Returns

Scheme Name HDFC Focused Fund - GROWTH PLAN Nippon India Focused Fund - Growth Plan -Growth Option
1 Year 14.87% 10.1%
3 Year 13.34% 14.89%
5 Year 12.39% 16.65%

Risk Management

Scheme Name HDFC Focused Fund - GROWTH PLAN Nippon India Focused Fund - Growth Plan -Growth Option
Standard Deviation 9.72% 12.79%
Sharp 1.31% 0.66%
Beta 0.72% 0.9%
Alpha 6.50% -0.75%

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 15.92 7.41
Small Cap 11.69 11.41
Large Cap 68.6 61.42
Mid Cap 3.78 19.76

Sector Allocation

Scheme Name

HDFC Focused Fund - GROWTH PLAN

Nippon India Focused Fund - Growth Plan -Growth Option

Others 14.07 4.64
Financial Services 40.05 32.96
Industrials 5.1 9.79
Healthcare 6.7 10.43
Consumer Cyclical 20.38 20.04
Basic Materials 2.05 3.08
Real Estate 1.86 -
Communication Services 2.4 1.11
Utilities 2.78 3.93
Technology 4.61 5.01
Energy - 5.75
Consumer Defensive - 3.26

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