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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) ₹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

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