HDFC Focused 30 Fund vs SBI Focused Equity Fund compare
HDFC Focused Fund - GROWTH PLAN
SBI Focused Equity Fund - Regular Plan -Growth
Chart Comparison
Overview
Scheme Name | HDFC Focused Fund - GROWTH PLAN | SBI Focused Equity Fund - Regular Plan -Growth |
---|---|---|
Fund | HDFC Focused Fund - GROWTH PLAN | SBI Focused Equity Fund - Regular Plan -Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹15688 Cr | ₹37122 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 Equity Fund - Regular Plan -Growth |
---|---|---|
1 Month | 1.29% | 0.97% |
6 Month | 6.39% | 3.57% |
1 Year | 10.12% | 8.01% |
3 Year | 28.45% | 19.55% |
5 Year | 29.48% | 20.49% |
SIP Return Analysis
Scheme Name | HDFC Focused Fund - GROWTH PLAN | SBI Focused Equity Fund - Regular Plan -Growth |
---|---|---|
6 Month | 6.26% | 7.09% |
1 Year | 10.08% | 11.2% |
3 Year | 22.27% | 17.2% |
5 Year | 24.34% | 16.02% |
Rolling Lumpsum Returns
Scheme Name | HDFC Focused Fund - GROWTH PLAN | SBI Focused Equity Fund - Regular Plan -Growth |
---|---|---|
1 Year | 15.65% | 16.38% |
3 Year | 12.76% | 15.32% |
5 Year | 12.06% | 16.61% |
Risk Management
Scheme Name | HDFC Focused Fund - GROWTH PLAN | SBI Focused Equity Fund - Regular Plan -Growth |
---|---|---|
Standard Deviation | 11.245% | 12.03% |
Sharp | 1.3% | 0.91% |
Beta | 0.756% | 0.71% |
Alpha | 9.571% | 1.58% |
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Fund Managers
Scheme Name | HDFC Focused Fund - GROWTH PLAN | SBI Focused Equity 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 Equity Fund - Regular Plan -Growth |
Market Cap
Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
SBI Focused Equity Fund - Regular Plan -Growth |
---|---|---|
Others | 16.06 | 16.74 |
Small Cap | 13.92 | 7.62 |
Large Cap | 66.22 | 45.61 |
Mid Cap | 3.81 | 30.03 |
Sector Allocation
Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
SBI Focused Equity Fund - Regular Plan -Growth |
---|---|---|
Others | 13.91 | 16.74 |
Communication Services | 3.65 | - |
Financial Services | 39.06 | - |
Industrials | 3.31 | - |
Healthcare | 10.65 | - |
Consumer Cyclical | 20.08 | - |
Basic Materials | 2.77 | - |
Technology | 4.43 | - |
Real Estate | 2.12 | - |
Consumer Defensive | 0 | - |
Telecom - Services | - | 5.49 |
Retailing | - | 1.79 |
Banks | - | 23.11 |
Automobiles | - | 3.24 |
Cement & Cement Products | - | 3.05 |
Auto Components | - | 7.6 |
Consumer Durables | - | 1.14 |
Electrical Equipment | - | 2.1 |
Personal Products | - | 3.76 |
Chemicals & Petrochemicals | - | 5.12 |
Pharmaceuticals & Biotechnology | - | 3.63 |
Finance | - | 9.08 |
Food Products | - | 2.26 |
Transport Infrastructure | - | 2.36 |
Textiles & Apparels | - | 2.4 |
Leisure Services | - | 4.14 |
Power | - | 2.99 |
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