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HDFC Focused 30 Fund vs SBI Focused Equity Fund compare

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tortoise-icon HDFC Focused Fund - GROWTH PLAN

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tortoise-icon SBI Focused 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 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) ₹25140 Cr ₹40824 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 0.3% 2.3%
6 Month 3.81% 6.98%
1 Year 7.28% 12.2%
3 Year 20.17% 17.12%
5 Year 25% 16.9%

SIP Return Analysis

Scheme Name HDFC Focused Fund - GROWTH PLAN SBI Focused Fund - Regular Plan -Growth
6 Month 3.28% 6.1%
1 Year 16.64% 23.61%
3 Year 19.59% 18.46%
5 Year 21.53% 15.85%

Rolling Lumpsum Returns

Scheme Name HDFC Focused Fund - GROWTH PLAN SBI Focused Fund - Regular Plan -Growth
1 Year 14.91% 15.84%
3 Year 13.3% 15.42%
5 Year 12.35% 16.84%

Risk Management

Scheme Name HDFC Focused Fund - GROWTH PLAN SBI Focused Fund - Regular Plan -Growth
Standard Deviation 9.72% 12.03%
Sharp 1.31% 1.03%
Beta 0.72% 0.73%
Alpha 6.50% 3.76%

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 14.67 29.25
Small Cap 12.5 5.92
Large Cap 69.27 36.62
Mid Cap 3.56 28.21

Sector Allocation

Scheme Name

HDFC Focused Fund - GROWTH PLAN

SBI Focused Fund - Regular Plan -Growth

Others 12.73 3.34
Financial Services 39.92 31.82
Real Estate 1.94 -
Industrials 4.92 1.81
Healthcare 7.07 3.17
Consumer Cyclical 21.45 17.84
Basic Materials 2.33 9.56
Communication Services 2.45 12.93
Utilities 2.75 10.18
Technology 4.45 3.91
Consumer Defensive - 5.44

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