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) | ₹8464 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 | 2.36% | 3.41% |
| 6 Month | 7.49% | 7.67% |
| 1 Year | 4.61% | -1.76% |
| 3 Year | 14.11% | 14.61% |
| 5 Year | 22.6% | 21.7% |
SIP Return Analysis
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| 6 Month | 1.71% | 2.2% |
| 1 Year | 13.95% | 9.51% |
| 3 Year | 14.25% | 11.99% |
| 5 Year | 14.94% | 14.35% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| 1 Year | 10.22% | 13.74% |
| 3 Year | 14.95% | 17.07% |
| 5 Year | 16.49% | 16.07% |
Risk Management
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| Standard Deviation | 12.79% | 15.933% |
| Sharp | 0.69% | 0.641% |
| Beta | 0.91% | 1.052% |
| Alpha | -0.87% | 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 | 4.89 | 30.53 |
| Large Cap | 61.37 | 62.21 |
| Mid Cap | 20.85 | 0 |
| Small Cap | 12.89 | 7.26 |
Sector Allocation
| Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 4.89 | 26.78 |
| Energy | 5.58 | 9.27 |
| Technology | 4.86 | 2.34 |
| Financial Services | 33.01 | 27.66 |
| Basic Materials | 3.25 | - |
| Consumer Cyclical | 19.03 | 3.7 |
| Healthcare | 10.35 | 6.78 |
| Communication Services | 1.17 | - |
| Consumer Defensive | 3.08 | - |
| Industrials | 10.88 | 8.87 |
| Utilities | 3.9 | 7.95 |
| Real Estate | - | 6.67 |
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