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 | -1.48% | 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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