BANDHAN Focused Equity Fund vs HSBC Focused Fund compare
Bandhan Focused Fund - Regular Plan - Growth
HSBC Focused Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
Fund | Bandhan Focused Fund - Regular Plan - Growth | HSBC Focused Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹1919 Cr | ₹1647 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 16 Mar 2006 | 22 Jul 2020 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 87% | 95% |
Expense Ratio | 2.09 | 2.09 |
Manager | Ritika Behera | Cheenu Gupta |
ISIN Code | INF194K01466 | INF336L01PE6 |
Exits Load | Bandhan Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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 | Bandhan Focused Fund - Regular Plan - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Month | 0.4% | 2.23% |
6 Month | 15.36% | 19.26% |
1 Year | 0.28% | -1.2% |
3 Year | 16.92% | 15.77% |
5 Year | 17.19% | 19.94% |
SIP Return Analysis
Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
6 Month | 2.66% | 4.65% |
1 Year | 7.26% | 10.64% |
3 Year | 17.91% | 15.59% |
5 Year | 16.06% | 15.39% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Year | 11.83% | 17.78% |
3 Year | 12.31% | 18.03% |
5 Year | 9.8% | 20.39% |
Risk Management
Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
Standard Deviation | 14.07% | 14.57% |
Sharp | 0.68% | 0.62% |
Beta | 0.90% | 1.00% |
Alpha | 2.48% | 1.10% |
Fund Managers
Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
Name | Ritika Behera | Cheenu Gupta |
Total AUM | ₹43013 Cr | ₹0 Cr |
Funds Managed | 19 | 9 |
Bandhan Focused Fund - Regular Plan - Growth | HSBC Focused Fund - Regular Growth |
Market Cap
Scheme Name |
Bandhan Focused Fund - Regular Plan - Growth |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 3.69 | 13.32 |
Large Cap | 53.11 | 41.24 |
Small Cap | 25.2 | 18.77 |
Mid Cap | 18 | 26.67 |
Sector Allocation
Scheme Name |
Bandhan Focused Fund - Regular Plan - Growth |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 3.69 | 4.82 |
Energy | 2.87 | 2.86 |
Technology | 10.85 | 7.55 |
Industrials | 3.52 | 14.91 |
Financial Services | 37.92 | 39.67 |
Consumer Cyclical | 4.17 | 13.4 |
Consumer Defensive | 9.19 | 2.99 |
Communication Services | 2.23 | - |
Healthcare | 12.27 | 9.44 |
Basic Materials | 3.15 | 4.37 |
Utilities | 2.62 | - |
Real Estate | 7.52 | - |
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