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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) ₹26230 Cr ₹42773 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 0.08% -0.16%
6 Month 3.8% 7.63%
1 Year 14.57% 16.95%
3 Year 21.33% 19.08%
5 Year 22.95% 16.02%

SIP Return Analysis

Scheme Name HDFC Focused Fund - GROWTH PLAN SBI Focused Fund - Regular Plan -Growth
6 Month 1.72% 4.76%
1 Year 11.94% 19.65%
3 Year 17.51% 17.13%
5 Year 20.23% 15.12%

Rolling Lumpsum Returns

Scheme Name HDFC Focused Fund - GROWTH PLAN SBI Focused Fund - Regular Plan -Growth
1 Year 14.78% 15.81%
3 Year 13.38% 15.46%
5 Year 12.4% 16.84%

Risk Management

Scheme Name HDFC Focused Fund - GROWTH PLAN SBI Focused Fund - Regular Plan -Growth
Standard Deviation 11.38% 12.03%
Sharp 1.48% 1.12%
Beta 0.71% 0.73%
Alpha 6.46% 3.87%

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 15.92 31.97
Small Cap 11.69 4.93
Large Cap 68.6 35.96
Mid Cap 3.78 27.14

Sector Allocation

Scheme Name

HDFC Focused Fund - GROWTH PLAN

SBI Focused Fund - Regular Plan -Growth

Others 14.07 4.43
Financial Services 40.05 31.7
Industrials 5.1 1.57
Healthcare 6.7 4.23
Consumer Cyclical 20.38 16.55
Basic Materials 2.05 9.26
Real Estate 1.86 -
Communication Services 2.4 13.54
Utilities 2.78 9.47
Technology 4.61 4.3
Consumer Defensive - 4.95

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