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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) ₹26230 Cr ₹1723 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 -1.48% 0.89%
6 Month 4.98% 5.98%
1 Year 9.12% -0.77%
3 Year 20.3% 16.47%
5 Year 24.17% 15.92%

SIP Return Analysis

Scheme Name HDFC Focused Fund - GROWTH PLAN HSBC Focused Fund - Regular Growth
6 Month 0.33% 1.4%
1 Year 10.39% 13.28%
3 Year 18.03% 14.11%
5 Year 20.82% 14.62%

Rolling Lumpsum Returns

Scheme Name HDFC Focused Fund - GROWTH PLAN HSBC Focused Fund - Regular Growth
1 Year 14.87% 15.34%
3 Year 13.34% 17.56%
5 Year 12.39% 19.61%

Risk Management

Scheme Name HDFC Focused Fund - GROWTH PLAN HSBC Focused Fund - Regular Growth
Standard Deviation 9.72% 14.19%
Sharp 1.31% 0.64%
Beta 0.72% 0.99%
Alpha 6.50% 0.55%

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 15.92 17.22
Small Cap 11.69 14.28
Large Cap 68.6 43.83
Mid Cap 3.78 24.67

Sector Allocation

Scheme Name

HDFC Focused Fund - GROWTH PLAN

HSBC Focused Fund - Regular Growth

Others 14.07 6.89
Financial Services 40.05 34.98
Industrials 5.1 15.68
Healthcare 6.7 9.52
Consumer Cyclical 20.38 14.26
Basic Materials 2.05 2.2
Real Estate 1.86 -
Communication Services 2.4 -
Utilities 2.78 -
Technology 4.61 8.75
Consumer Defensive - 4.9
Energy - 2.82

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