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) | ₹1686 Cr | ₹2595 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 | 1.3% | -2.27% |
6 Month | 14.36% | 8.62% |
1 Year | 2.37% | 0.27% |
3 Year | 16.72% | 16.65% |
5 Year | 20.22% | 18.26% |
SIP Return Analysis
Scheme Name | HSBC Focused Fund - Regular Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 5.8% | -0.41% |
1 Year | 6.17% | -0.78% |
3 Year | 15.2% | 15.14% |
5 Year | 15.39% | 14.68% |
Rolling Lumpsum Returns
Scheme Name | HSBC Focused Fund - Regular Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 17.78% | 10.15% |
3 Year | 18.03% | 13.28% |
5 Year | 20.39% | 12.78% |
Risk Management
Scheme Name | HSBC Focused Fund - Regular Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.43% | 14.04% |
Sharp | 0.73% | 0.94% |
Beta | 0.98% | 0.89% |
Alpha | 0.75% | 2.32% |
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 | 13.32 | 20.95 |
Large Cap | 41.24 | 46.86 |
Small Cap | 18.77 | 18.64 |
Mid Cap | 26.67 | 13.55 |
Sector Allocation
Scheme Name |
HSBC Focused Fund - Regular Growth |
DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 4.82 | 8.13 |
Technology | 7.55 | 12.42 |
Consumer Cyclical | 13.4 | 6.95 |
Healthcare | 9.44 | 9.2 |
Consumer Defensive | 2.99 | 2.38 |
Financial Services | 39.67 | 35.46 |
Basic Materials | 4.37 | 7.67 |
Industrials | 14.91 | 5.82 |
Energy | 2.86 | 3.66 |
Utilities | - | 1.9 |
Real Estate | - | 3.2 |
Communication Services | - | 3.23 |
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