HDFC Focused Fund vs Nippon India Focused Fund
Over the last 3 years, HDFC Focused Fund returned 17.6% a year against 11.1% for Nippon India Focused Fund (Direct plans). HDFC Focused Fund was the more consistent: ahead of its index in 100% of rolling 3-year periods, against 20%. In falling months, HDFC Focused Fund fell less: 65% of the index's fall, against 100%. They hold 6 stocks in common; the portfolio overlap is 29%. Data as of 12 Nov 2026.
| HDFC Focused Fund | Nippon India Focused Fund | |
|---|---|---|
| Category | Focused | Focused |
| Fund house | HDFC Mutual Fund | Nippon India Mutual Fund |
| Benchmark | Nifty 500 TRI | Nifty 500 TRI |
| Age | 13.9 years | 13.9 years |
| AUM on 30 Oct 2026 | ₹26,961 cr | ₹7,970 cr |
| Direct plan | ||
| Rating | B | C |
| Expense ratio | 0.83% | 1.42% |
| 1Y return | 4.3% | 1.4% |
| 3Y return (a year) | 17.6% | 11.1% |
| 5Y return (a year) | 17.3% | 9.7% |
| 3Y vs index | +5.3% | -1.2% |
| Rating score, rank | 63 · #5 of 27 | 25 · #23 of 27 |
| Regular plan | ||
| Rating | B | C |
| Expense ratio | 1.71% | 2.08% |
| 1Y return | 3.3% | 0.7% |
| 3Y return (a year) | 16.3% | 10.3% |
| 5Y return (a year) | 15.9% | 8.9% |
| 3Y vs index | +4.1% | -1.9% |
| Rating score, rank | 64 · #5 of 27 | 28 · #23 of 27 |
| Consistency, risk and portfolio | ||
| Ahead of index, rolling 3Y periods | 100% | 20% |
| Deepest fall, 3Y | -14.0% | -17.6% |
| Volatility, 3Y | 12.6% | 14.5% |
| Max fall, 5Y | -14.0% | -17.6% |
| Down capture, 3Y | 65 | 100 |
| Stocks held | 29 | 30 |
| Top 10 holdings | 55% | 54% |
| Large / mid / small caps | 74 / 13 / 8% | 60 / 23 / 17% |
| Largest sector | Banks | Banks |
Common questions
HDFC Focused Fund or Nippon India Focused Fund: which is better?
On our track-record ratings (Direct plans), HDFC Focused Fund is rated B and Nippon India Focused Fund is rated C, each against its own category. Ratings describe the record so far and are not a forecast; which suits you depends on your goal and the funds you already hold.
HDFC Focused Fund or Nippon India Focused Fund: which has done better?
Over the last 3 years, HDFC Focused Fund returned 17.6% a year against 11.1% for Nippon India Focused Fund (Direct plans).
How much do HDFC Focused Fund and Nippon India Focused Fund overlap?
They hold 6 stocks in common; the portfolio overlap is 29%.
Should I hold both?
Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.
More comparisons
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Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.
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