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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 Equity 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 Equity Fund - Regular Plan -Growth
Fund HDFC Focused Fund - GROWTH PLAN SBI Focused Equity Fund - Regular Plan -Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹19578 Cr ₹37122 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 Equity Fund - Regular Plan -Growth
1 Month 2.65% 4.18%
6 Month 7.63% 9.07%
1 Year 10.89% 10.23%
3 Year 27.72% 19.97%
5 Year 29.66% 21.15%

SIP Return Analysis

Scheme Name HDFC Focused Fund - GROWTH PLAN SBI Focused Equity Fund - Regular Plan -Growth
6 Month 8.72% 9.63%
1 Year 15.72% 17.48%
3 Year 24.27% 19.1%
5 Year 25.54% 17.11%

Rolling Lumpsum Returns

Scheme Name HDFC Focused Fund - GROWTH PLAN SBI Focused Equity Fund - Regular Plan -Growth
1 Year 15.65% 16.38%
3 Year 12.76% 15.32%
5 Year 12.06% 16.61%

Risk Management

Scheme Name HDFC Focused Fund - GROWTH PLAN SBI Focused Equity Fund - Regular Plan -Growth
Standard Deviation 11.27% 12.03%
Sharp 1.47% 0.91%
Beta 0.76% 0.71%
Alpha 7.99% 1.58%

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Fund Managers

Scheme Name HDFC Focused 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 Fund - GROWTH PLAN SBI Focused Equity Fund - Regular Plan -Growth

Market Cap

Scheme Name

HDFC Focused Fund - GROWTH PLAN

SBI Focused Equity Fund - Regular Plan -Growth

Others 16.06 16.74
Small Cap 13.92 7.62
Large Cap 66.22 45.61
Mid Cap 3.81 30.03

Sector Allocation

Scheme Name

HDFC Focused Fund - GROWTH PLAN

SBI Focused Equity Fund - Regular Plan -Growth

Others 13.91 16.74
Communication Services 3.65 -
Financial Services 39.06 -
Industrials 3.31 -
Healthcare 10.65 -
Consumer Cyclical 20.08 -
Basic Materials 2.77 -
Technology 4.43 -
Real Estate 2.12 -
Consumer Defensive 0 -
Telecom - Services - 5.49
Retailing - 1.79
Banks - 23.11
Automobiles - 3.24
Cement & Cement Products - 3.05
Auto Components - 7.6
Consumer Durables - 1.14
Electrical Equipment - 2.1
Personal Products - 3.76
Chemicals & Petrochemicals - 5.12
Pharmaceuticals & Biotechnology - 3.63
Finance - 9.08
Food Products - 2.26
Transport Infrastructure - 2.36
Textiles & Apparels - 2.4
Leisure Services - 4.14
Power - 2.99

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