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HDFC Focused 30 Fund vs SBI Focused Equity Fund compare
HDFC Focused 30 Fund - GROWTH PLAN
SBI Focused Equity Fund - Regular Plan -Growth
Chart Comparison
Overview
| Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | SBI Focused Equity Fund - Regular Plan -Growth |
|---|---|---|
| Fund | HDFC Focused 30 Fund - GROWTH PLAN | SBI Focused Equity Fund - Regular Plan -Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹15688 Cr | ₹34678 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 30 Fund - GROWTH PLAN | SBI Focused Equity Fund - Regular Plan -Growth |
|---|---|---|
| 1 Month | 3.51% | 2.07% |
| 6 Month | 1.94% | -0.06% |
| 1 Year | 15.59% | 9.36% |
| 3 Year | 23.58% | 13.8% |
| 5 Year | 29.7% | 20.57% |
SIP Return Analysis
| Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | SBI Focused Equity Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | 4.06% | 2.86% |
| 1 Year | 6.97% | 3.76% |
| 3 Year | 23.34% | 15.99% |
| 5 Year | 25.49% | 15.77% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | SBI Focused Equity Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 16.01% | 16.6% |
| 3 Year | 12.6% | 15.37% |
| 5 Year | 11.81% | 16.58% |
Risk Management
| Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | SBI Focused Equity Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 11.245% | 12.03% |
| Sharp | 1.3% | 0.39% |
| Beta | 0.756% | 0.73% |
| Alpha | 9.571% | -0.42% |
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Fund Managers
| Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | SBI Focused Equity Fund - Regular Plan -Growth |
|---|---|---|
| Name | Dhruv Muchhal | Pradeep Kesavan |
| Total AUM | ₹520687 Cr | ₹434274 Cr |
| Funds Managed | 40 | 43 |
| HDFC Focused 30 Fund - GROWTH PLAN | SBI Focused Equity Fund - Regular Plan -Growth |
Market Cap
| Scheme Name |
HDFC Focused 30 Fund - GROWTH PLAN |
SBI Focused Equity Fund - Regular Plan -Growth |
|---|---|---|
| Others | 16.06 | 23.8 |
| Small Cap | 13.92 | 8.33 |
| Large Cap | 66.22 | 38.05 |
| Mid Cap | 3.81 | 29.82 |
Sector Allocation
| Scheme Name |
HDFC Focused 30 Fund - GROWTH PLAN |
SBI Focused Equity Fund - Regular Plan -Growth |
|---|---|---|
| Others | 13.91 | 5.74 |
| Communication Services | 3.65 | 9.72 |
| Financial Services | 39.06 | 31.96 |
| Industrials | 3.31 | 5.04 |
| Healthcare | 10.65 | 7.85 |
| Consumer Cyclical | 20.08 | 19.18 |
| Basic Materials | 2.77 | 6.93 |
| Technology | 4.43 | 4.32 |
| Real Estate | 2.12 | - |
| Consumer Defensive | 0 | 6.57 |
| Utilities | - | 2.68 |
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