Aditya Birla Sun Life Focused Equity Fund vs HSBC Focused Fund compare

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Aditya Birla Sun Life Focused Equity Fund -Growth Option

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HSBC Focused Fund - Regular Growth

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Chart Comparison

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

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)	₹7354 Cr	₹1628 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

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	HSBC Focused Fund - Regular Growth
1 Month	1.74%	4.56%
6 Month	-0.53%	-5.93%
1 Year	8.2%	5.31%
3 Year	19.7%	21%
5 Year	21.67%	-

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	HSBC Focused Fund - Regular Growth
6 Month	7.31%	8.36%
1 Year	7.89%	5.29%
3 Year	17.25%	16.48%
5 Year	16.37%	-

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	HSBC Focused Fund - Regular Growth
1 Year	12.74%	19.18%
3 Year	12.42%	17.81%
5 Year	13.62%	-

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	HSBC Focused Fund - Regular Growth
Standard Deviation	12.25%	16.134%
Sharp	0.83%	0.335%
Beta	0.9%	1.037%
Alpha	-0.11%	-1.531%

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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

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	HSBC Focused Fund - Regular Growth
Others	2.82	11.94
Large Cap	82.09	32.27
Mid Cap	12.34	20.59
Small Cap	1.96	35.21

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	HSBC Focused Fund - Regular Growth
Others	2.82	9.93
Petroleum Products	5.85	-
IT - Software	11.91	-
Construction	4.15	-
Non - Ferrous Metals	2.59	-
Banks	22.48	-
Pharmaceuticals & Biotechnology	3.08	-
Automobiles	7.36	-
Insurance	5.66	-
Agricultural Food & other Products	2.38	-
Realty	2.74	-
Consumer Durables	4.06	-
Finance	5.02	-
Telecom - Services	4.58	-
Cement & Cement Products	1.97	-
Power	3.65	-
Transport Infrastructure	1.99	-
Retailing	3.81	-
Beverages	3.11	-
Technology	-	12.64
Consumer Cyclical	-	9.48
Healthcare	-	13.33
Consumer Defensive	-	3.03
Basic Materials	-	5.42
Financial Services	-	26.78
Industrials	-	16.16
Energy	-	3.23