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) | ₹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 | 0.45% | 3.72% |
| 6 Month | 5.99% | 9.42% |
| 1 Year | 10.28% | 13.06% |
| 3 Year | 21.16% | 16.67% |
| 5 Year | 27.06% | 18.55% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | 2.58% | 4.19% |
| 1 Year | 14.64% | 18.85% |
| 3 Year | 19.49% | 17.18% |
| 5 Year | 21.61% | 15.11% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 14.99% | 15.88% |
| 3 Year | 13.28% | 15.39% |
| 5 Year | 12.33% | 16.81% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 9.78% | 12.03% |
| Sharp | 1.40% | 0.94% |
| Beta | 0.72% | 0.72% |
| Alpha | 6.95% | 2.32% |
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
Canara Robeco Overnight Fund - Regular Plan - Growth Option
3Y Returns6.35%
Sundaram Overnight Fund Regular Plan - Growth
3Y Returns6.33%
ICICI Prudential Large Cap Fund - Growth
3Y Returns17.85%
SBI Large Cap Fund-Regular Plan Growth
3Y Returns13.8%
Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.03%
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
3Y Returns6.91%
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
Edelweiss Multi Asset Allocation Fund - Reg (G)
3Y Returns0%