Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HDFC Focused 30 Fund vs SBI Focused Equity Fund compare

Link copied to clipboard!

tortoise-icon HDFC Focused Fund - GROWTH PLAN

Invest Now

tortoise-icon SBI Focused Fund - Regular Plan -Growth

Invest Now

Chart Comparison

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

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) ₹23533 Cr ₹38917 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 4.32% 5.65%
6 Month 9.17% 11.65%
1 Year 10.51% 12.03%
3 Year 22.44% 17.02%
5 Year 29.6% 20.39%

SIP Return Analysis

Scheme Name HDFC Focused Fund - GROWTH PLAN SBI Focused Fund - Regular Plan -Growth
6 Month 3.58% 4.97%
1 Year 16.87% 19.46%
3 Year 21.09% 17.84%
5 Year 22.86% 15.73%

Rolling Lumpsum Returns

Scheme Name HDFC Focused Fund - GROWTH PLAN SBI Focused Fund - Regular Plan -Growth
1 Year 15.12% 16.06%
3 Year 13.07% 15.34%
5 Year 12.21% 16.74%

Risk Management

Scheme Name HDFC Focused Fund - GROWTH PLAN SBI Focused Fund - Regular Plan -Growth
Standard Deviation 9.92% 12.03%
Sharp 1.44% 0.86%
Beta 0.73% 0.7%
Alpha 7.47% 1.7%

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 14.42 20.81
Small Cap 13.07 7.11
Large Cap 69.31 42.86
Mid Cap 3.2 29.22

Sector Allocation

Scheme Name

HDFC Focused Fund - GROWTH PLAN

SBI Focused Fund - Regular Plan -Growth

Others 11.95 4.56
Financial Services 38.99 31.11
Real Estate 2.47 -
Industrials 4.66 4.4
Healthcare 7.5 2.59
Consumer Cyclical 22.88 20.32
Basic Materials 2.65 9.75
Communication Services 2.39 12.47
Utilities 2.26 5.59
Technology 4.24 3.78
Consumer Defensive - 5.43

Top Comparisons

DSP Arbitrage Fund - Regular - Growth DSP Arbitrage Fund - Regular - Growth

3Y Returns6.91%

VS

LIC MF Arbitrage Fund Regular - Growth LIC MF Arbitrage Fund Regular - Growth

3Y Returns6.57%

Compare Now

Nippon India Medium Duration Fund - Growth Option Nippon India Medium Duration Fund - Growth Option

3Y Returns8.47%

VS

UTI Medium Duration Fund - Regular Plan - Growth Option UTI Medium Duration Fund - Regular Plan - Growth Option

3Y Returns7.08%

Compare Now

Kotak Dynamic Bond Fund Regular Plan Growth Kotak Dynamic Bond Fund Regular Plan Growth

3Y Returns7.52%

VS

Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option

3Y Returns6.03%

Compare Now

Aditya Birla Sun Life Focused Equity Fund -Growth Option Aditya Birla Sun Life Focused Equity Fund -Growth Option

3Y Returns16.99%

VS

Tata Focused Fund-Regular Plan-Growth Tata Focused Fund-Regular Plan-Growth

3Y Returns15.7%

Compare Now
Add to Cart Successfully