360 ONE Focused Equity Fund Regular vs HSBC Focused Fund compare
HSBC Focused Fund - Regular Growth
360 ONE Focused Fund Regular-Growth
Chart Comparison
Overview
Scheme Name | HSBC Focused Fund - Regular Growth | 360 ONE Focused Fund Regular-Growth |
---|---|---|
Fund | HSBC Focused Fund - Regular Growth | 360 ONE Focused Fund Regular-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹1647 Cr | ₹7265 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 22 Jul 2020 | 24 Oct 2014 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | BSE 500 TRI |
Turn Over | 95% | % |
Expense Ratio | 2.09 | 1.78 |
Manager | Cheenu Gupta | Mayur Patel |
ISIN Code | INF336L01PE6 | INF579M01878 |
Exits Load | HSBC Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 360 ONE Focused Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HSBC Focused Fund - Regular Growth | 360 ONE Focused Fund Regular-Growth |
---|---|---|
1 Month | 1.33% | 3.1% |
6 Month | 19.62% | 12.51% |
1 Year | -1.67% | -4.74% |
3 Year | 15.81% | 15.67% |
5 Year | 19.56% | 20.46% |
SIP Return Analysis
Scheme Name | HSBC Focused Fund - Regular Growth | 360 ONE Focused Fund Regular-Growth |
---|---|---|
6 Month | 4.65% | 3.13% |
1 Year | 10.64% | 8.46% |
3 Year | 15.59% | 13.93% |
5 Year | 15.39% | 15.22% |
Rolling Lumpsum Returns
Scheme Name | HSBC Focused Fund - Regular Growth | 360 ONE Focused Fund Regular-Growth |
---|---|---|
1 Year | 17.78% | 14.63% |
3 Year | 18.03% | 16.5% |
5 Year | 20.39% | 17.91% |
Risk Management
Scheme Name | HSBC Focused Fund - Regular Growth | 360 ONE Focused Fund Regular-Growth |
---|---|---|
Standard Deviation | 14.57% | 12.28% |
Sharp | 0.62% | 0.68% |
Beta | 1.00% | 0.87% |
Alpha | 1.10% | 1.45% |
Fund Managers
Scheme Name | HSBC Focused Fund - Regular Growth | 360 ONE Focused Fund Regular-Growth |
---|---|---|
Name | Cheenu Gupta | Mayur Patel |
Total AUM | ₹0 Cr | ₹6984 Cr |
Funds Managed | 9 | 3 |
HSBC Focused Fund - Regular Growth | 360 ONE Focused Fund Regular-Growth |
Market Cap
Scheme Name |
HSBC Focused Fund - Regular Growth |
360 ONE Focused Fund Regular-Growth |
---|---|---|
Others | 13.32 | 12.55 |
Large Cap | 41.24 | 65.21 |
Small Cap | 18.77 | 13.69 |
Mid Cap | 26.67 | 8.56 |
Sector Allocation
Scheme Name |
HSBC Focused Fund - Regular Growth |
360 ONE Focused Fund Regular-Growth |
---|---|---|
Others | 4.82 | 5.82 |
Technology | 7.55 | 7.49 |
Consumer Cyclical | 13.4 | 15.24 |
Healthcare | 9.44 | 6.4 |
Consumer Defensive | 2.99 | 0 |
Financial Services | 39.67 | 30.89 |
Basic Materials | 4.37 | 3.8 |
Industrials | 14.91 | 16.62 |
Energy | 2.86 | 1.81 |
Communication Services | - | 11.02 |
Utilities | - | 0.92 |
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