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) | ₹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 | 4.32% | 5.65% |
| 6 Month | 9.17% | 11.65% |
| 1 Year | 10.51% | 12.03% |
| 3 Year | 22.44% | 17.02% |
| 5 Year | 29.6% | 20.39% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | 3.58% | 4.97% |
| 1 Year | 16.87% | 19.46% |
| 3 Year | 21.09% | 17.84% |
| 5 Year | 22.86% | 15.73% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 15.12% | 16.06% |
| 3 Year | 13.07% | 15.34% |
| 5 Year | 12.21% | 16.74% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 9.92% | 12.03% |
| Sharp | 1.44% | 0.86% |
| Beta | 0.73% | 0.7% |
| Alpha | 7.47% | 1.7% |
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 |
Top Comparisons
DSP Arbitrage Fund - Regular - Growth
3Y Returns6.91%
LIC MF Arbitrage Fund Regular - Growth
3Y Returns6.57%
Nippon India Medium Duration Fund - Growth Option
3Y Returns8.47%
UTI Medium Duration Fund - Regular Plan - Growth Option
3Y Returns7.08%
Kotak Dynamic Bond Fund Regular Plan Growth
3Y Returns7.52%
Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns6.03%
Aditya Birla Sun Life Focused Equity Fund -Growth Option
3Y Returns16.99%
Tata Focused Fund-Regular Plan-Growth
3Y Returns15.7%