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) | ₹8420 Cr | ₹1647 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 | 2.35% | 1.33% |
6 Month | 17.28% | 19.62% |
1 Year | -1.4% | -1.67% |
3 Year | 13.44% | 15.81% |
5 Year | 21.6% | 19.56% |
SIP Return Analysis
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
6 Month | 3.57% | 4.65% |
1 Year | 12.92% | 10.64% |
3 Year | 14.38% | 15.59% |
5 Year | 15.26% | 15.39% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Year | 10.41% | 17.78% |
3 Year | 15.09% | 18.03% |
5 Year | 16.39% | 20.39% |
Risk Management
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.79% | 14.57% |
Sharp | 0.61% | 0.62% |
Beta | 0.91% | 1.00% |
Alpha | -0.65% | 1.10% |
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 | 3.36 | 13.32 |
Large Cap | 60.49 | 41.24 |
Small Cap | 13.64 | 18.77 |
Mid Cap | 22.51 | 26.67 |
Sector Allocation
Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 3.36 | 4.82 |
Energy | 5.59 | 2.86 |
Technology | 3.96 | 7.55 |
Communication Services | 1.07 | - |
Financial Services | 32.14 | 39.67 |
Basic Materials | 3.19 | 4.37 |
Consumer Cyclical | 22.6 | 13.4 |
Healthcare | 11.11 | 9.44 |
Consumer Defensive | 1.73 | 2.99 |
Industrials | 11.47 | 14.91 |
Utilities | 3.77 | - |
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