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) | ₹1647 Cr | ₹2718 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 | 2.23% | 2.38% |
6 Month | 19.26% | 16.67% |
1 Year | -1.2% | 1.66% |
3 Year | 15.77% | 16.8% |
5 Year | 19.94% | - |
SIP Return Analysis
Scheme Name | HSBC Focused Fund - Regular Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.65% | 5.09% |
1 Year | 10.64% | 14.05% |
3 Year | 15.59% | 18.07% |
5 Year | 15.39% | - |
Rolling Lumpsum Returns
Scheme Name | HSBC Focused Fund - Regular Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 17.78% | 13.54% |
3 Year | 18.03% | 17.86% |
5 Year | 20.39% | - |
Risk Management
Scheme Name | HSBC Focused Fund - Regular Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.57% | 12.31% |
Sharp | 0.62% | 0.80% |
Beta | 1.00% | 0.88% |
Alpha | 1.10% | 2.96% |
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 | 13.32 | 11.8 |
Large Cap | 41.24 | 71.33 |
Small Cap | 18.77 | 1.74 |
Mid Cap | 26.67 | 15.13 |
Sector Allocation
Scheme Name |
HSBC Focused Fund - Regular Growth |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.82 | 5.74 |
Technology | 7.55 | 5.57 |
Consumer Cyclical | 13.4 | 17.85 |
Healthcare | 9.44 | 13.64 |
Consumer Defensive | 2.99 | 5.16 |
Financial Services | 39.67 | 26.51 |
Basic Materials | 4.37 | 4.48 |
Industrials | 14.91 | 12.51 |
Energy | 2.86 | 4.75 |
Communication Services | - | 3.8 |
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