HDFC Focused 30 Fund vs HSBC Focused Fund compare
HDFC Focused Fund - GROWTH PLAN
HSBC Focused Fund - Regular Growth
Chart Comparison
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) | ₹19578 Cr | ₹1666 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 | 2.45% | 3.48% |
6 Month | 5.66% | -4.36% |
1 Year | 10.29% | 5.93% |
3 Year | 27.48% | 21.49% |
5 Year | 29.13% | - |
SIP Return Analysis
Scheme Name | HDFC Focused Fund - GROWTH PLAN | HSBC Focused Fund - Regular Growth |
---|---|---|
6 Month | 8.72% | 10.86% |
1 Year | 15.72% | 9.57% |
3 Year | 24.27% | 18.06% |
5 Year | 25.54% | - |
Rolling Lumpsum Returns
Scheme Name | HDFC Focused Fund - GROWTH PLAN | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Year | 15.65% | 19.18% |
3 Year | 12.76% | 17.81% |
5 Year | 12.06% | - |
Risk Management
Scheme Name | HDFC Focused Fund - GROWTH PLAN | HSBC Focused Fund - Regular Growth |
---|---|---|
Standard Deviation | 11.27% | 16.11% |
Sharp | 1.47% | 0.70% |
Beta | 0.76% | 1.03% |
Alpha | 7.99% | -0.44% |
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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 | 16.5 | 11.77 |
Small Cap | 13.66 | 21.57 |
Large Cap | 66.47 | 41.48 |
Mid Cap | 3.37 | 25.18 |
Sector Allocation
Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 13.69 | 6.97 |
Financial Services | 40.24 | 37.2 |
Real Estate | 2.81 | - |
Industrials | 3.31 | 13.87 |
Healthcare | 7.73 | 10.7 |
Consumer Cyclical | 22.39 | 12.54 |
Basic Materials | 3.13 | 5.31 |
Communication Services | 2.84 | - |
Technology | 3.86 | 7.72 |
Consumer Defensive | - | 2.82 |
Energy | - | 2.87 |
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