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Aditya Birla Sun Life Focused Equity Fund vs HSBC Focused Fund compare
Aditya Birla Sun Life Focused Equity Fund -Growth Option
HSBC Focused Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Focused Equity Fund -Growth Option | HSBC Focused Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹7620 Cr | ₹1647 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 24 Oct 2005 | 22 Jul 2020 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 45% | 95% |
| Expense Ratio | 1.82 | 2.09 |
| Manager | Dhaval Joshi | Cheenu Gupta |
| ISIN Code | INF209K01462 | INF336L01PE6 |
| Exits Load | Aditya Birla Sun Life Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | HSBC Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Month | 3.15% | 2.23% |
| 6 Month | 12.4% | 19.26% |
| 1 Year | -0.93% | -1.2% |
| 3 Year | 14.81% | 15.77% |
| 5 Year | 18.94% | 19.94% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.01% | 4.65% |
| 1 Year | 9.17% | 10.64% |
| 3 Year | 15.23% | 15.59% |
| 5 Year | 14.73% | 15.39% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Year | 12.63% | 17.78% |
| 3 Year | 12.49% | 18.03% |
| 5 Year | 13.73% | 20.39% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.25% | 14.57% |
| Sharp | 0.69% | 0.62% |
| Beta | 0.91% | 1.00% |
| Alpha | 0.13% | 1.10% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Name | Dhaval Joshi | Cheenu Gupta |
| Total AUM | ₹361932 Cr | ₹0 Cr |
| Funds Managed | 55 | 9 |
| Aditya Birla Sun Life Focused Equity Fund -Growth Option | HSBC Focused Fund - Regular Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 12.95 | 13.32 |
| Large Cap | 77.58 | 41.24 |
| Mid Cap | 7.44 | 26.67 |
| Small Cap | 2.04 | 18.77 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 4.42 | 4.82 |
| Energy | 5.69 | 2.86 |
| Technology | 13.55 | 7.55 |
| Industrials | 6.28 | 14.91 |
| Basic Materials | 4.82 | 4.37 |
| Financial Services | 30.55 | 39.67 |
| Healthcare | 2.82 | 9.44 |
| Consumer Cyclical | 17.14 | 13.4 |
| Consumer Defensive | 4.32 | 2.99 |
| Real Estate | 2.4 | - |
| Communication Services | 4.62 | - |
| Utilities | 3.38 | - |
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