Nippon India Focused Equity Fund vs Quant Focused Fund compare
Nippon India Focused Fund - Growth Plan -Growth Option
Quant Focused Fund-Growth
Chart Comparison
Overview
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Quant Focused Fund-Growth |
---|---|---|
Fund | Nippon India Focused Fund - Growth Plan -Growth Option | Quant Focused Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹8420 Cr | ₹1064 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 26 Dec 2006 | 29 Aug 2008 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 59% | % |
Expense Ratio | 1.84 | 2.18 |
Manager | Vinay Sharma | Sanjeev Sharma |
ISIN Code | INF204K01GE7 | INF966L01374 |
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 | Quant Focused Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Quant Focused Fund-Growth |
---|---|---|
1 Month | 2.93% | 0.77% |
6 Month | 16.07% | 11.09% |
1 Year | -1.47% | -11.44% |
3 Year | 13.39% | 12.45% |
5 Year | 21.93% | 21.03% |
SIP Return Analysis
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Quant Focused Fund-Growth |
---|---|---|
6 Month | 3.57% | 1.13% |
1 Year | 12.92% | 2.66% |
3 Year | 14.38% | 10.81% |
5 Year | 15.26% | 13.84% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Quant Focused Fund-Growth |
---|---|---|
1 Year | 10.41% | 13.99% |
3 Year | 15.09% | 17.21% |
5 Year | 16.39% | 15.96% |
Risk Management
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Quant Focused Fund-Growth |
---|---|---|
Standard Deviation | 12.79% | 15.933% |
Sharp | 0.61% | 0.641% |
Beta | 0.91% | 1.052% |
Alpha | -0.65% | 1.751% |
Fund Managers
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Quant Focused Fund-Growth |
---|---|---|
Name | Vinay Sharma | Sanjeev Sharma |
Total AUM | ₹14183 Cr | ₹39731 Cr |
Funds Managed | 3 | 22 |
Nippon India Focused Fund - Growth Plan -Growth Option | Quant Focused Fund-Growth |
Market Cap
Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
Quant Focused Fund-Growth |
---|---|---|
Others | 3.36 | 30.62 |
Large Cap | 60.49 | 57.46 |
Small Cap | 13.64 | 9.78 |
Mid Cap | 22.51 | 2.14 |
Sector Allocation
Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
Quant Focused Fund-Growth |
---|---|---|
Others | 3.36 | 25.21 |
Energy | 5.59 | 7.22 |
Technology | 3.96 | 2.78 |
Communication Services | 1.07 | - |
Financial Services | 32.14 | 26.42 |
Basic Materials | 3.19 | 0 |
Consumer Cyclical | 22.6 | 3.27 |
Healthcare | 11.11 | 10.01 |
Consumer Defensive | 1.73 | 0 |
Industrials | 11.47 | 8.44 |
Utilities | 3.77 | 9.63 |
Real Estate | - | 7.03 |
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