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) | ₹26537 Cr | ₹1718 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 | -0.89% | -3.2% |
| 6 Month | 2.41% | -0.15% |
| 1 Year | 11.56% | 4.09% |
| 3 Year | 20.51% | 16.12% |
| 5 Year | 22.56% | 13.81% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.51% | 0.67% |
| 1 Year | 10.2% | 11.78% |
| 3 Year | 17.19% | 12.54% |
| 5 Year | 20.09% | 13.66% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Year | 14.76% | 14.84% |
| 3 Year | 13.4% | 17.53% |
| 5 Year | 12.4% | 19.47% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 11.38% | 12.6% |
| Sharp | 1.48% | 0.82% |
| Beta | 0.71% | 0.98% |
| Alpha | 6.46% | 0.77% |
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 | 15.31 | 21.85 |
| Small Cap | 11.58 | 8.84 |
| Large Cap | 69.43 | 43.86 |
| Mid Cap | 3.68 | 25.45 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 13.56 | 5.49 |
| Financial Services | 40.71 | 35.7 |
| Industrials | 5.25 | 16.72 |
| Healthcare | 6.49 | 8.92 |
| Consumer Cyclical | 20.44 | 14.51 |
| Basic Materials | 2.17 | 1.78 |
| Real Estate | 1.75 | - |
| Communication Services | 2.38 | - |
| Utilities | 2.69 | - |
| Technology | 4.56 | 9.28 |
| Consumer Defensive | - | 4.8 |
| Energy | - | 2.8 |
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