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 | 0.3% | 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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