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Nippon India Focused Equity Fund vs Quant Focused Fund compare

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tortoise-icon Nippon India Focused Fund - Growth Plan -Growth Option

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tortoise-icon Quant Focused Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹8887 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 -1.37% -2%
6 Month 2.29% 0.45%
1 Year 5.32% -0.73%
3 Year 13.81% 13.05%
5 Year 17.66% 17.21%

SIP Return Analysis

Scheme Name Nippon India Focused Fund - Growth Plan -Growth Option Quant Focused Fund-Growth
6 Month 2.33% 1.19%
1 Year 15.35% 9.37%
3 Year 13.48% 10.02%
5 Year 13.95% 12.69%

Rolling Lumpsum Returns

Scheme Name Nippon India Focused Fund - Growth Plan -Growth Option Quant Focused Fund-Growth
1 Year 10.1% 13.58%
3 Year 14.89% 16.82%
5 Year 16.65% 16.21%

Risk Management

Scheme Name Nippon India Focused Fund - Growth Plan -Growth Option Quant Focused Fund-Growth
Standard Deviation 12.79% 15.933%
Sharp 0.66% 0.641%
Beta 0.9% 1.052%
Alpha -0.75% 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 7.41 30.7
Large Cap 61.42 61.68
Mid Cap 19.76 -
Small Cap 11.41 7.62

Sector Allocation

Scheme Name

Nippon India Focused Fund - Growth Plan -Growth Option

Quant Focused Fund-Growth

Others 4.64 30.7
Energy 5.75 8.71
Technology 5.01 2.93
Financial Services 32.96 20.61
Basic Materials 3.08 -
Consumer Cyclical 20.04 3.99
Healthcare 10.43 3.59
Communication Services 1.11 -
Consumer Defensive 3.26 -
Industrials 9.79 7.14
Utilities 3.93 15.34
Real Estate - 6.99

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