Canara Robeco Focused Equity Fund vs HSBC Focused Fund compare
HSBC Focused Fund - Regular Growth
Canara Robeco Focused Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HSBC Focused Fund - Regular Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HSBC Focused Fund - Regular Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹1656 Cr | ₹2749 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 22 Jul 2020 | 17 May 2021 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 |
| Turn Over | 95% | 37% |
| Expense Ratio | 2.09 | 1.96 |
| Manager | Cheenu Gupta | Shridatta Bhandwaldar |
| ISIN Code | INF336L01PE6 | INF760K01JT0 |
| Exits Load | HSBC Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Canara Robeco Focused Equity 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 | HSBC Focused Fund - Regular Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.8% | 2.9% |
| 6 Month | 11.05% | 10.4% |
| 1 Year | 1.77% | 7.8% |
| 3 Year | 16.1% | 17.2% |
| 5 Year | 19.65% | - |
SIP Return Analysis
| Scheme Name | HSBC Focused Fund - Regular Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.91% | 0.59% |
| 1 Year | 9.19% | 9.56% |
| 3 Year | 13.34% | 15.52% |
| 5 Year | 14.07% | - |
Rolling Lumpsum Returns
| Scheme Name | HSBC Focused Fund - Regular Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.69% | 13.05% |
| 3 Year | 17.82% | 17.75% |
| 5 Year | 19.88% | - |
Risk Management
| Scheme Name | HSBC Focused Fund - Regular Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.21% | 12.16% |
| Sharp | 0.67% | 0.84% |
| Beta | 0.99% | 0.88% |
| Alpha | 0.20% | 1.85% |
Fund Managers
| Scheme Name | HSBC Focused Fund - Regular Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Cheenu Gupta | Shridatta Bhandwaldar |
| Total AUM | ₹0 Cr | ₹69491 Cr |
| Funds Managed | 9 | 12 |
| HSBC Focused Fund - Regular Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HSBC Focused Fund - Regular Growth |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 11.63 | 13.29 |
| Large Cap | 45.82 | 70.96 |
| Small Cap | 17.03 | 1.54 |
| Mid Cap | 25.52 | 14.21 |
Sector Allocation
| Scheme Name |
HSBC Focused Fund - Regular Growth |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.13 | 5.41 |
| Technology | 7.77 | 4.62 |
| Consumer Cyclical | 16.08 | 17.58 |
| Healthcare | 9.43 | 13.06 |
| Consumer Defensive | 5.21 | 4.82 |
| Financial Services | 34.76 | 27.4 |
| Basic Materials | 2.56 | 4.25 |
| Industrials | 18.17 | 13.33 |
| Energy | 2.89 | 4.61 |
| Communication Services | - | 4.91 |
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