HSBC Focused Fund vs Aditya Birla Sun Life Focused Equity Fund compare
Aditya Birla Sun Life Focused Equity Fund -Growth Option
HSBC Focused Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Focused Equity Fund -Growth Option | HSBC Focused Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹7649 Cr | ₹1656 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 24 Oct 2005 | 22 Jul 2020 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 45% | 95% |
| Expense Ratio | 1.82 | 2.09 |
| Manager | Dhaval Joshi | Cheenu Gupta |
| ISIN Code | INF209K01462 | INF336L01PE6 |
| Exits Load | Aditya Birla Sun Life Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | HSBC Focused 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 | Aditya Birla Sun Life Focused Equity Fund -Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Month | 4.84% | 1.8% |
| 6 Month | 7.35% | 11.05% |
| 1 Year | 5.98% | 1.77% |
| 3 Year | 16.15% | 16.1% |
| 5 Year | 19.15% | 19.65% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | -0.54% | 0.97% |
| 1 Year | 4.91% | 8.79% |
| 3 Year | 12.55% | 13.45% |
| 5 Year | 13.11% | 14.07% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Year | 12.49% | 16.69% |
| 3 Year | 12.57% | 17.82% |
| 5 Year | 13.8% | 19.88% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.32% | 14.21% |
| Sharp | 0.75% | 0.67% |
| Beta | 0.91% | 0.99% |
| Alpha | 0.67% | 0.20% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Name | Dhaval Joshi | Cheenu Gupta |
| Total AUM | ₹361932 Cr | ₹0 Cr |
| Funds Managed | 55 | 9 |
| Aditya Birla Sun Life Focused Equity Fund -Growth Option | HSBC Focused Fund - Regular Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 13.75 | 11.63 |
| Large Cap | 76.87 | 45.82 |
| Mid Cap | 7.54 | 25.52 |
| Small Cap | 1.84 | 17.03 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 4.88 | 3.13 |
| Energy | 5.9 | 2.89 |
| Technology | 13.64 | 7.77 |
| Industrials | 6.82 | 18.17 |
| Basic Materials | 5.19 | 2.56 |
| Financial Services | 29.04 | 34.76 |
| Healthcare | 2.41 | 9.43 |
| Consumer Cyclical | 17.47 | 16.08 |
| Consumer Defensive | 4.42 | 5.21 |
| Real Estate | 2.78 | - |
| Communication Services | 4.24 | - |
| Utilities | 3.21 | - |
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