HSBC Focused Fund vs Aditya Birla Sun Life Focused Equity Fund compare

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Aditya Birla Sun Life Focused Equity Fund -Growth Option

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HSBC Focused Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹7354 Cr	₹1628 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

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	HSBC Focused Fund - Regular Growth
1 Month	9.52%	7.55%
6 Month	3.21%	-3.09%
1 Year	14.24%	6.66%
3 Year	19.07%	19%
5 Year	23%	-

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	HSBC Focused Fund - Regular Growth
6 Month	2.26%	-3.01%
1 Year	0.22%	-10.52%
3 Year	15.33%	11.94%
5 Year	15.37%	-

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	HSBC Focused Fund - Regular Growth
1 Year	12.97%	21.56%
3 Year	12.3%	18.11%
5 Year	13.39%	-

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	HSBC Focused Fund - Regular Growth
Standard Deviation	12.25%	16.134%
Sharp	0.7%	0.335%
Beta	0.89%	1.037%
Alpha	0.77%	-1.531%

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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

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	HSBC Focused Fund - Regular Growth
Others	1	11.94
Large Cap	83.9	32.27
Mid Cap	12.69	20.59
Small Cap	1.59	35.21

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	HSBC Focused Fund - Regular Growth
Others	1	9.93
Petroleum Products	5.48	-
IT - Software	11.91	-
Construction	4.48	-
Non - Ferrous Metals	2.77	-
Banks	21.84	-
Pharmaceuticals & Biotechnology	3.01	-
Automobiles	8.85	-
Insurance	5.32	-
Agricultural Food & other Products	2.42	-
Realty	2.79	-
Consumer Durables	4.14	-
Finance	5.46	-
Telecom - Services	5.22	-
Cement & Cement Products	1.9	-
Power	3.8	-
Transport Infrastructure	1.99	-
Retailing	3.85	-
Beverages	2.95	-
Technology	-	12.64
Consumer Cyclical	-	9.48
Healthcare	-	13.33
Consumer Defensive	-	3.03
Basic Materials	-	5.42
Financial Services	-	26.78
Industrials	-	16.16
Energy	-	3.23