Nippon India Focused Equity Fund vs HSBC Focused 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) | ₹8788 Cr | ₹1721 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 | -1.57% | 0.33% |
6 Month | 11.7% | 9.3% |
1 Year | -0.09% | 2.25% |
3 Year | 15.45% | 17.45% |
5 Year | 23.57% | 20.43% |
SIP Return Analysis
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
6 Month | 6.44% | 7.34% |
1 Year | 10.38% | 6.68% |
3 Year | 15.65% | 16.38% |
5 Year | 16.75% | 16.34% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Year | 10.67% | 19.18% |
3 Year | 14.89% | 17.81% |
5 Year | 16.24% | - |
Risk Management
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.79% | 15.56% |
Sharp | 1% | 0.93% |
Beta | 0.92% | 1.03% |
Alpha | -0.94% | -0.12% |
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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 | 6.12 | 13.64 |
Large Cap | 57.35 | 41.41 |
Small Cap | 13.82 | 20.21 |
Mid Cap | 22.71 | 24.74 |
Sector Allocation
Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 6.12 | 8.51 |
Energy | 5.91 | 2.84 |
Technology | 4.11 | 7.62 |
Communication Services | 1.21 | - |
Financial Services | 31.62 | 37.09 |
Basic Materials | 3.23 | 4.63 |
Consumer Cyclical | 22.27 | 13.01 |
Healthcare | 10.27 | 9.76 |
Industrials | 11.95 | 13.87 |
Utilities | 3.31 | - |
Consumer Defensive | - | 2.67 |
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