Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HDFC Focused 30 Fund vs HSBC Focused Fund compare

Link copied to clipboard!

tortoise-icon HDFC Focused Fund - GROWTH PLAN

Invest Now

tortoise-icon HSBC Focused Fund - Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Focused Fund - GROWTH PLAN HSBC Focused Fund - Regular Growth
Fund HDFC Focused Fund - GROWTH PLAN HSBC Focused Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹26537 Cr ₹1718 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 17 Sep 2004 22 Jul 2020
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 24.96% 95%
Expense Ratio 1.67 2.09
Manager Dhruv Muchhal Cheenu Gupta
ISIN Code INF179K01574 INF336L01PE6
Exits Load HDFC Focused 30 Fund - 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 HDFC Focused Fund - GROWTH PLAN HSBC Focused Fund - Regular Growth
1 Month -1.1% -2.15%
6 Month 2.45% 0.05%
1 Year 12.2% 9.36%
3 Year 21.42% 17.55%
5 Year 24% 15.58%

SIP Return Analysis

Scheme Name HDFC Focused Fund - GROWTH PLAN HSBC Focused Fund - Regular Growth
6 Month 1.32% 2.45%
1 Year 11.45% 15.83%
3 Year 17.08% 13.27%
5 Year 20.05% 14.17%

Rolling Lumpsum Returns

Scheme Name HDFC Focused Fund - GROWTH PLAN HSBC Focused Fund - Regular Growth
1 Year 14.76% 14.84%
3 Year 13.4% 17.53%
5 Year 12.4% 19.47%

Risk Management

Scheme Name HDFC Focused Fund - GROWTH PLAN HSBC Focused Fund - Regular Growth
Standard Deviation 11.38% 12.6%
Sharp 1.48% 0.82%
Beta 0.71% 0.98%
Alpha 6.46% 0.77%

Fund Managers

Scheme Name HDFC Focused Fund - GROWTH PLAN HSBC Focused Fund - Regular Growth
Name Dhruv Muchhal Cheenu Gupta
Total AUM ₹520687 Cr ₹0 Cr
Funds Managed 40 9
HDFC Focused Fund - GROWTH PLAN HSBC Focused Fund - Regular Growth

Market Cap

Scheme Name

HDFC Focused Fund - GROWTH PLAN

HSBC Focused Fund - Regular Growth

Others 15.31 21.85
Small Cap 11.58 8.84
Large Cap 69.43 43.86
Mid Cap 3.68 25.45

Sector Allocation

Scheme Name

HDFC Focused Fund - GROWTH PLAN

HSBC Focused Fund - Regular Growth

Others 13.56 5.49
Financial Services 40.71 35.7
Industrials 5.25 16.72
Healthcare 6.49 8.92
Consumer Cyclical 20.44 14.51
Basic Materials 2.17 1.78
Real Estate 1.75 -
Communication Services 2.38 -
Utilities 2.69 -
Technology 4.56 9.28
Consumer Defensive - 4.8
Energy - 2.8

Top Comparisons

INVESCO INDIA LARGE & MID CAP FUND - Growth INVESCO INDIA LARGE & MID CAP FUND - Growth

3Y Returns22.94%

VS

Quant Large and Mid Cap Fund-Growth Quant Large and Mid Cap Fund-Growth

3Y Returns14.13%

Compare Now

HDFC Money Market Fund - Growth Option HDFC Money Market Fund - Growth Option

3Y Returns7.36%

VS

Aditya Birla Sun Life Money Manager Fund - Growth Aditya Birla Sun Life Money Manager Fund - Growth

3Y Returns7.41%

Compare Now

ICICI Prudential Flexicap Fund - Growth ICICI Prudential Flexicap Fund - Growth

3Y Returns19.05%

VS

Tata Flexi Cap Fund -Regular Plan-Growth Tata Flexi Cap Fund -Regular Plan-Growth

3Y Returns17.16%

Compare Now

INVESCO INDIA GOLD ETF FUND OF FUND- Growth INVESCO INDIA GOLD ETF FUND OF FUND- Growth

3Y Returns38.47%

VS

LIC MF Gold ETF Fund of Fund -Regular Plan-Growth LIC MF Gold ETF Fund of Fund -Regular Plan-Growth

3Y Returns40.59%

Compare Now
Add to Cart Successfully