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) | ₹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 | 1.05% | 1.96% |
| 6 Month | 4.96% | 3.83% |
| 1 Year | 12.93% | 2.56% |
| 3 Year | 22.12% | 18.05% |
| 5 Year | 24.12% | 15.41% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.95% | 3.9% |
| 1 Year | 15.34% | 18.63% |
| 3 Year | 18.83% | 14.74% |
| 5 Year | 20.98% | 14.82% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Year | 14.79% | 15.11% |
| 3 Year | 13.39% | 17.53% |
| 5 Year | 12.4% | 19.55% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 11.38% | 12.6% |
| Sharp | 1.39% | 0.7% |
| Beta | 0.72% | 0.99% |
| Alpha | 6.38% | 0.1% |
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 | 15.93 | 6.86 |
| Small Cap | 11.68 | 11.92 |
| Large Cap | 67.22 | 48.05 |
| Mid Cap | 5.17 | 33.17 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 14.07 | 6.86 |
| Banks | 36.53 | 18.21 |
| Agricultural, Commercial & Construction Vehicles | 1.75 | 3.67 |
| Pharmaceuticals & Biotechnology | 5.44 | 7.46 |
| Automobiles | 10.23 | 3.53 |
| Leisure Services | 3.14 | - |
| Ferrous Metals | 2.05 | - |
| Realty | 1.86 | - |
| Healthcare Services | 1.25 | 2.07 |
| Insurance | 3.52 | - |
| Consumer Durables | 2.45 | 6.24 |
| Auto Components | 4.02 | - |
| Retailing | 2.04 | 6.77 |
| Telecom - Services | 2.4 | - |
| Transport Services | 1.86 | - |
| Power | 2.78 | - |
| IT - Software | 4.61 | 4.98 |
| Diversified FMCG | - | 2.86 |
| Chemicals & Petrochemicals | - | 2.2 |
| Financial Technology (Fintech) | - | 2.03 |
| Electrical Equipment | - | 4.18 |
| Oil | - | 2.82 |
| Food Products | - | 2.04 |
| Capital Markets | - | 8.7 |
| Industrial Manufacturing | - | 0.55 |
| Commercial Services & Supplies | - | 1.5 |
| Finance | - | 8.06 |
| Textiles & Apparels | - | 1.06 |
| Industrial Products | - | 4.21 |
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