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

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tortoise-icon Aditya Birla Sun Life Focused Equity Fund -Growth Option

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tortoise-icon 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

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option HSBC Focused Fund - Regular Growth
1 Month 1.74% 4.56%
6 Month -0.53% -5.93%
1 Year 8.2% 5.31%
3 Year 19.7% 21%
5 Year 21.67% -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option HSBC Focused Fund - Regular Growth
6 Month 7.31% 8.36%
1 Year 7.89% 5.29%
3 Year 17.25% 16.48%
5 Year 16.37% -

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option HSBC Focused Fund - Regular Growth
1 Year 12.74% 19.18%
3 Year 12.42% 17.81%
5 Year 13.62% -

Risk Management

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option HSBC Focused Fund - Regular Growth
Standard Deviation 12.25% 16.134%
Sharp 0.83% 0.335%
Beta 0.9% 1.037%
Alpha -0.11% -1.531%

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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 2.82 11.94
Large Cap 82.09 32.27
Mid Cap 12.34 20.59
Small Cap 1.96 35.21

Sector Allocation

Scheme Name

Aditya Birla Sun Life Focused Equity Fund -Growth Option

HSBC Focused Fund - Regular Growth

Others 2.82 9.93
Petroleum Products 5.85 -
IT - Software 11.91 -
Construction 4.15 -
Non - Ferrous Metals 2.59 -
Banks 22.48 -
Pharmaceuticals & Biotechnology 3.08 -
Automobiles 7.36 -
Insurance 5.66 -
Agricultural Food & other Products 2.38 -
Realty 2.74 -
Consumer Durables 4.06 -
Finance 5.02 -
Telecom - Services 4.58 -
Cement & Cement Products 1.97 -
Power 3.65 -
Transport Infrastructure 1.99 -
Retailing 3.81 -
Beverages 3.11 -
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

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