HDFC Focused 30 Fund vs SBI Focused Equity Fund compare

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tortoise-icon HDFC Focused 30 Fund - GROWTH PLAN

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tortoise-icon SBI Focused Equity Fund - Regular Plan -Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN SBI Focused Equity Fund - Regular Plan -Growth
Fund HDFC Focused 30 Fund - GROWTH PLAN SBI Focused Equity Fund - Regular Plan -Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹8689 Cr ₹31517 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 05 Sep 2004 01 Oct 2004
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI S&P BSE 500 TRI
Turn Over 24.96% 12%
Expense Ratio 1.75 1.59
Manager Dhruv Muchhal Pradeep Kesavan
ISIN Code INF179K01574 INF200K01370
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 1% if redeemed within 1 year/365

Trailing Lumpsum Returns

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN SBI Focused Equity Fund - Regular Plan -Growth
1 Month 4.59% 4.26%
6 Month 20.53% 17.35%
1 Year 44.75% 32.64%
3 Year 29.21% 15.79%
5 Year 22.34% 18.35%

SIP Return Analysis

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN SBI Focused Equity Fund - Regular Plan -Growth
6 Month - -
1 Year 19.57% 14.6%
3 Year 52.12% 29.99%
5 Year 101.93% 60.67%

Rolling Lumpsum Returns

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN SBI Focused Equity Fund - Regular Plan -Growth
1 Year 26.22% 19.8%
3 Year 75.97% 45.89%
5 Year 108.9% 65.97%

Risk Management

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN SBI Focused Equity Fund - Regular Plan -Growth
Standard Deviation 11.38% 12.03%
Sharp 1.69% 0.71%
Beta 0.78% 0.86%
Alpha 9.95% 3.67%

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Fund Managers

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN SBI Focused Equity Fund - Regular Plan -Growth
Name Dhruv Muchhal Pradeep Kesavan
Total AUM ₹520687 Cr ₹434274 Cr
Fund Manage 40 43
HDFC Focused 30 Fund - GROWTH PLAN SBI Focused Equity Fund - Regular Plan -Growth

Market Cap

Scheme Name

HDFC Focused 30 Fund - GROWTH PLAN

SBI Focused Equity Fund - Regular Plan -Growth

Large Cap 66.95 36.81
Others 13.41 26.1
Mid Cap 6.09 35.83
Small Cap 13.55 1.26

Sector Allocation

Scheme Name

HDFC Focused 30 Fund - GROWTH PLAN

SBI Focused Equity Fund - Regular Plan -Growth

Financial 35.76 32.95
Others 9.3 8.42
Healthcare 13.17 9.13
Technology 8.35 -
Insurance 3.95 3.3
Communication 3.81 9.67
Capital Goods 4.76 -
Automobile 7.15 3.64
Construction 5.94 -
Services 2.75 13.09
Consumer Discretionary 2.13 1.99
Energy 1.38 -
Consumer Staples 1.13 7.5
Sovereign 0.42 -
Chemicals - 5.32
Materials - 2.95
Textiles - 2.04

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