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) | ₹8464 Cr | ₹1656 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 | 2.36% | 1.8% |
| 6 Month | 7.49% | 11.05% |
| 1 Year | 4.61% | 1.77% |
| 3 Year | 14.11% | 16.1% |
| 5 Year | 22.6% | 19.65% |
SIP Return Analysis
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.71% | 2.98% |
| 1 Year | 13.95% | 13.31% |
| 3 Year | 14.25% | 15.55% |
| 5 Year | 14.94% | 15.43% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Year | 10.22% | 16.69% |
| 3 Year | 14.95% | 17.82% |
| 5 Year | 16.49% | 19.88% |
Risk Management
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.79% | 14.35% |
| Sharp | 0.69% | 0.71% |
| Beta | 0.91% | 1.00% |
| Alpha | -0.87% | 0.83% |
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 | 4.89 | 11.63 |
| Large Cap | 61.37 | 45.82 |
| Mid Cap | 20.85 | 25.52 |
| Small Cap | 12.89 | 17.03 |
Sector Allocation
| Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 4.89 | 3.13 |
| Energy | 5.58 | 2.89 |
| Technology | 4.86 | 7.77 |
| Financial Services | 33.01 | 34.76 |
| Basic Materials | 3.25 | 2.56 |
| Consumer Cyclical | 19.03 | 16.08 |
| Healthcare | 10.35 | 9.43 |
| Communication Services | 1.17 | - |
| Consumer Defensive | 3.08 | 5.21 |
| Industrials | 10.88 | 18.17 |
| Utilities | 3.9 | - |
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