DSP Focus Fund vs HSBC Focused Fund compare
HSBC Focused Fund - Regular Growth
DSP Focused Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HSBC Focused Fund - Regular Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HSBC Focused Fund - Regular Growth | DSP Focused Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹1656 Cr | ₹2571 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 22 Jul 2020 | 10 Jun 2010 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 95% | 31% |
| Expense Ratio | 2.09 | 2.04 |
| Manager | Cheenu Gupta | Vinit Sambre |
| ISIN Code | INF336L01PE6 | INF740K01532 |
| 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 | DSP Focus Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Focused Fund - Regular Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.8% | 2.52% |
| 6 Month | 11.05% | 5.91% |
| 1 Year | 1.77% | 3.49% |
| 3 Year | 16.1% | 17% |
| 5 Year | 19.65% | 18.31% |
SIP Return Analysis
| Scheme Name | HSBC Focused Fund - Regular Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.91% | -0.11% |
| 1 Year | 9.19% | 5.69% |
| 3 Year | 13.34% | 14.47% |
| 5 Year | 14.07% | 14.22% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Focused Fund - Regular Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.69% | 9.86% |
| 3 Year | 17.82% | 13.48% |
| 5 Year | 19.88% | 12.95% |
Risk Management
| Scheme Name | HSBC Focused Fund - Regular Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.21% | 14.04% |
| Sharp | 0.67% | 0.81% |
| Beta | 0.99% | 0.92% |
| Alpha | 0.20% | 1.13% |
Fund Managers
| Scheme Name | HSBC Focused Fund - Regular Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Name | Cheenu Gupta | Vinit Sambre |
| Total AUM | ₹0 Cr | ₹31142 Cr |
| Funds Managed | 9 | 3 |
| HSBC Focused Fund - Regular Growth | DSP Focused Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HSBC Focused Fund - Regular Growth |
DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 11.63 | 20.98 |
| Large Cap | 45.82 | 49.12 |
| Small Cap | 17.03 | 17.47 |
| Mid Cap | 25.52 | 12.43 |
Sector Allocation
| Scheme Name |
HSBC Focused Fund - Regular Growth |
DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.13 | 7.86 |
| Technology | 7.77 | 11.41 |
| Consumer Cyclical | 16.08 | 6.39 |
| Healthcare | 9.43 | 8.28 |
| Consumer Defensive | 5.21 | 2 |
| Financial Services | 34.76 | 39.94 |
| Basic Materials | 2.56 | 5.72 |
| Industrials | 18.17 | 6.11 |
| Energy | 2.89 | 3.81 |
| Utilities | - | 1.9 |
| Real Estate | - | 3.38 |
| Communication Services | - | 3.2 |
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