HDFC Focused 30 Fund vs SBI Focused Equity Fund compare
HDFC Focused Fund - GROWTH PLAN
SBI Focused Fund - Regular Plan -Growth
Chart Comparison
Overview
Scheme Name | HDFC Focused Fund - GROWTH PLAN | SBI Focused Fund - Regular Plan -Growth |
---|---|---|
Fund | HDFC Focused Fund - GROWTH PLAN | SBI Focused Fund - Regular Plan -Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Average |
Asset Size (Cr) | ₹22444 Cr | ₹37764 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 17 Sep 2004 | 08 Oct 2004 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | BSE 500 TRI |
Turn Over | 24.96% | 12% |
Expense Ratio | 1.67 | 1.57 |
Manager | Dhruv Muchhal | Pradeep Kesavan |
ISIN Code | INF179K01574 | INF200K01370 |
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 | SBI Focused Equity 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 | SBI Focused Fund - Regular Plan -Growth |
---|---|---|
1 Month | 3.79% | 3.83% |
6 Month | 15.41% | 15.28% |
1 Year | 6.39% | 6.24% |
3 Year | 22.65% | 15.37% |
5 Year | 28.38% | 19.51% |
SIP Return Analysis
Scheme Name | HDFC Focused Fund - GROWTH PLAN | SBI Focused Fund - Regular Plan -Growth |
---|---|---|
6 Month | 4.57% | 4.48% |
1 Year | 15.71% | 14.96% |
3 Year | 21.4% | 16.76% |
5 Year | 23.19% | 15.2% |
Rolling Lumpsum Returns
Scheme Name | HDFC Focused Fund - GROWTH PLAN | SBI Focused Fund - Regular Plan -Growth |
---|---|---|
1 Year | 15.45% | 16.19% |
3 Year | 12.91% | 15.37% |
5 Year | 12.12% | 16.68% |
Risk Management
Scheme Name | HDFC Focused Fund - GROWTH PLAN | SBI Focused Fund - Regular Plan -Growth |
---|---|---|
Standard Deviation | 9.99% | 12.03% |
Sharp | 1.39% | 0.8% |
Beta | 0.72% | 0.69% |
Alpha | 8.16% | 2.01% |
Fund Managers
Scheme Name | HDFC Focused Fund - GROWTH PLAN | SBI Focused Fund - Regular Plan -Growth |
---|---|---|
Name | Dhruv Muchhal | Pradeep Kesavan |
Total AUM | ₹520687 Cr | ₹434274 Cr |
Funds Managed | 40 | 43 |
HDFC Focused Fund - GROWTH PLAN | SBI Focused Fund - Regular Plan -Growth |
Market Cap
Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
SBI Focused Fund - Regular Plan -Growth |
---|---|---|
Others | 14.23 | 19.63 |
Small Cap | 13.88 | 7.58 |
Large Cap | 68.53 | 43.07 |
Mid Cap | 3.36 | 29.73 |
Sector Allocation
Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
SBI Focused Fund - Regular Plan -Growth |
---|---|---|
Others | 11.59 | 2.82 |
Financial Services | 37.98 | 30.7 |
Real Estate | 2.64 | - |
Industrials | 4.77 | 4.39 |
Healthcare | 8.11 | 2.87 |
Consumer Cyclical | 23.8 | 21.29 |
Basic Materials | 2.68 | 10.42 |
Communication Services | 2.52 | 12.29 |
Utilities | 1.68 | 5.34 |
Technology | 4.21 | 4.51 |
Consumer Defensive | - | 5.36 |
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