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) | ₹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 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Month | 8.01% | 4.83% |
6 Month | 4.58% | -1.87% |
1 Year | 14.57% | 6.54% |
3 Year | 19.46% | 19.5% |
5 Year | 23.34% | - |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
6 Month | 6.92% | 3.25% |
1 Year | 8.8% | -0.35% |
3 Year | 18.47% | 15.77% |
5 Year | 17.17% | - |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Year | 12.97% | 21.56% |
3 Year | 12.3% | 18.11% |
5 Year | 13.39% | - |
Risk Management
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.25% | 16.134% |
Sharp | 0.7% | 0.335% |
Beta | 0.89% | 1.037% |
Alpha | 0.77% | -1.531% |
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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 | 1 | 11.94 |
Large Cap | 83.9 | 32.27 |
Mid Cap | 12.69 | 20.59 |
Small Cap | 1.59 | 35.21 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 1 | 9.93 |
Petroleum Products | 5.48 | - |
IT - Software | 11.91 | - |
Construction | 4.48 | - |
Non - Ferrous Metals | 2.77 | - |
Banks | 21.84 | - |
Pharmaceuticals & Biotechnology | 3.01 | - |
Automobiles | 8.85 | - |
Insurance | 5.32 | - |
Agricultural Food & other Products | 2.42 | - |
Realty | 2.79 | - |
Consumer Durables | 4.14 | - |
Finance | 5.46 | - |
Telecom - Services | 5.22 | - |
Cement & Cement Products | 1.9 | - |
Power | 3.8 | - |
Transport Infrastructure | 1.99 | - |
Retailing | 3.85 | - |
Beverages | 2.95 | - |
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 |
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