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HDFC Focused 30 Fund vs HSBC Focused Fund compare

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tortoise-icon HDFC Focused Fund - GROWTH PLAN

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tortoise-icon HSBC Focused Fund - Regular Growth

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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) ₹21456 Cr ₹1686 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 -0.94% -0.89%
6 Month 10.54% 12.59%
1 Year 9.22% 3.44%
3 Year 22.2% 15.89%
5 Year 27.37% 20.02%

SIP Return Analysis

Scheme Name HDFC Focused Fund - GROWTH PLAN HSBC Focused Fund - Regular Growth
6 Month 3.46% 5.8%
1 Year 9.68% 6.17%
3 Year 20.39% 15.2%
5 Year 22.9% 15.39%

Rolling Lumpsum Returns

Scheme Name HDFC Focused Fund - GROWTH PLAN HSBC Focused Fund - Regular Growth
1 Year 15.45% 17.78%
3 Year 12.91% 18.03%
5 Year 12.12% 20.39%

Risk Management

Scheme Name HDFC Focused Fund - GROWTH PLAN HSBC Focused Fund - Regular Growth
Standard Deviation 10.15% 14.43%
Sharp 1.51% 0.73%
Beta 0.73% 0.98%
Alpha 7.98% 0.75%

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 14.69 13.32
Small Cap 13.81 18.77
Large Cap 68.25 41.24
Mid Cap 3.25 26.67

Sector Allocation

Scheme Name

HDFC Focused Fund - GROWTH PLAN

HSBC Focused Fund - Regular Growth

Others 11.94 4.82
Financial Services 39.52 39.67
Real Estate 2.76 -
Industrials 4.51 14.91
Healthcare 8.01 9.44
Consumer Cyclical 23.11 13.4
Basic Materials 2.8 4.37
Communication Services 2.68 -
Utilities 0.58 -
Technology 4.1 7.55
Consumer Defensive - 2.99
Energy - 2.86

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