Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life Focused Equity Fund -Growth Option

Invest Now

tortoise-icon HSBC Focused Fund - Regular Growth

Invest Now

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

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Kotak Banking and PSU Debt - Growth Kotak Banking and PSU Debt - Growth

3Y Returns7.65%

VS

UTI Banking & PSU Fund- Regular Plan - Growth Option UTI Banking & PSU Fund- Regular Plan - Growth Option

3Y Returns7.44%

Compare Now

Kotak Flexicap Fund - Growth Kotak Flexicap Fund - Growth

3Y Returns20.67%

VS

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

3Y Returns20.28%

Compare Now

Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

3Y Returns21.12%

VS

Edelweiss Recently Listed IPO Fund Regular Plan Growth Edelweiss Recently Listed IPO Fund Regular Plan Growth

3Y Returns15.07%

Compare Now

Invesco India GILT Fund - Growth Invesco India GILT Fund - Growth

3Y Returns8.26%

VS

UTI - Gilt Fund - Regular Plan - Growth Option UTI - Gilt Fund - Regular Plan - Growth Option

3Y Returns8.21%

Compare Now
Add to Cart Successfully