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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) | ₹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 | -0.19% | 1.46% |
| 6 Month | 6.07% | 9.78% |
| 1 Year | 12.45% | 16.61% |
| 3 Year | 21.49% | 17.14% |
| 5 Year | 26.68% | 17.87% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | 2.72% | 4.97% |
| 1 Year | 15.13% | 20.07% |
| 3 Year | 20.06% | 17.94% |
| 5 Year | 22.11% | 15.74% |
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% | 10.69% |
| Sharp | 1.40% | 0.86% |
| Beta | 0.72% | 0.72% |
| Alpha | 6.95% | 2.43% |
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 |
Top Comparisons
HDFC Equity Savings Fund - GROWTH PLAN
3Y Returns10.26%
BANDHAN Equity Savings Fund - Regular Plan - Growth
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UTI Conservative Hybrid Fund - Regular Plan - Growth Option
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HSBC Equity Savings Fund - Regular Growth
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Axis Nifty 100 Index Fund - Regular Plan - Growth Option
3Y Returns13.32%
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
3Y Returns17.11%
HSBC Balanced Advantage Fund - Regular Growth
3Y Returns11.87%
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
3Y Returns14.37%
