HDFC Focused 30 Fund vs HSBC Focused Fund compare

Overview

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	HSBC Focused Fund - Regular Growth
Fund	HDFC Focused 30 Fund - GROWTH PLAN	HSBC Focused Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹14968 Cr	₹1754 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	1.68	2.1
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

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	HSBC Focused Fund - Regular Growth
1 Month	1.44%	5.11%
6 Month	12.55%	19.76%
1 Year	31.91%	30.69%
3 Year	25.67%	18.14%
5 Year	23.64%	-

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	HSBC Focused Fund - Regular Growth
6 Month	-	-
1 Year	25.68%	29.27%
3 Year	29.36%	26.52%
5 Year	29.19%	-

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	HSBC Focused Fund - Regular Growth
1 Year	15.41%	20.93%
3 Year	12.4%	18.43%
5 Year	11.56%	-

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	HSBC Focused Fund - Regular Growth
Standard Deviation	11.38%	12.6%
Sharp	1.69%	0.85%
Beta	0.77%	1.04%
Alpha	9.33%	-1.74%

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	HSBC Focused Fund - Regular Growth
Name	Dhruv Muchhal	Cheenu Gupta
Total AUM	₹520687 Cr	₹0 Cr
Fund Manage	40	9
	HDFC Focused 30 Fund - GROWTH PLAN	HSBC Focused Fund - Regular Growth

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	HSBC Focused Fund - Regular Growth
Others	13.27	6.19
Large Cap	66.47	54.9
Small Cap	16.75	19.65
Mid Cap	3.51	19.26

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	HSBC Focused Fund - Regular Growth
Others	13.27	6.19
Telecom - Services	3.79	-
Banks	35.37	-
Realty	4.2	-
Agricultural, Commercial & Construction Vehicles	1.33	-
Pharmaceuticals & Biotechnology	7.92	-
Automobiles	8.52	-
Aerospace & Defense	0.57	-
Leisure Services	3.01	-
Ferrous Metals	1.74	-
Electrical Equipment	1.31	-
Healthcare Services	4.36	-
Insurance	4.55	-
Consumer Durables	1.7	-
Auto Components	2.28	-
IT - Software	4.63	-
Beverages	1.45	-
Energy	-	8.95
Technology	-	6.61
Construction	-	12.05
Financial	-	21.32
Consumer Staples	-	2.19
Automobile	-	6.4
Healthcare	-	9.27
Services	-	8.02
Consumer Discretionary	-	8.88
Capital Goods	-	6.14
Chemicals	-	1.15
Metals & Mining	-	2.83