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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) ₹8055 Cr ₹1721 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 -3.22% 0.33%
6 Month 7.44% 9.3%
1 Year 0.6% 2.25%
3 Year 16.27% 17.45%
5 Year 19.18% 20.43%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option HSBC Focused Fund - Regular Growth
6 Month 2.86% 7.34%
1 Year 3.82% 6.68%
3 Year 15.7% 16.38%
5 Year 15.48% 16.34%

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% 15.56%
Sharp 1.12% 0.93%
Beta 0.89% 1.03%
Alpha 0.33% -0.12%

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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 13.4 13.64
Large Cap 75.86 41.41
Mid Cap 8.69 24.74
Small Cap 2.05 20.21

Sector Allocation

Scheme Name

Aditya Birla Sun Life Focused Equity Fund -Growth Option

HSBC Focused Fund - Regular Growth

Others 4.23 8.51
Energy 5.89 2.84
Technology 13.86 7.62
Industrials 6.19 13.87
Basic Materials 4.64 4.63
Financial Services 31.19 37.09
Healthcare 2.65 9.76
Consumer Cyclical 16.8 13.01
Consumer Defensive 4.2 2.67
Real Estate 2.43 -
Communication Services 4.66 -
Utilities 3.25 -

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