Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

tortoise-icon HSBC Focused Fund - Regular Growth

Invest Now

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 9.52% 7.55%
6 Month 3.21% -3.09%
1 Year 14.24% 6.66%
3 Year 19.07% 19%
5 Year 23% -

SIP Return Analysis

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% -

Rolling Lumpsum Returns

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% -

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 0.7% 0.335%
Beta 0.89% 1.037%
Alpha 0.77% -1.531%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 1 11.94
Large Cap 83.9 32.27
Mid Cap 12.69 20.59
Small Cap 1.59 35.21

Sector Allocation

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

Top Comparisons

ICICI Prudential Balanced Advantage Fund - Growth ICICI Prudential Balanced Advantage Fund - Growth

3Y Returns14.49%

VS

Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

3Y Returns9.78%

Compare Now

Nippon India Diversified Equity Flexicap Passive FoF - Regular Plan - Growth Nippon India Diversified Equity Flexicap Passive FoF - Regular Plan - Growth

3Y Returns18.24%

VS

Mirae Asset Nifty India Manufacturing ETF FOF - Regular Plan - Growth Mirae Asset Nifty India Manufacturing ETF FOF - Regular Plan - Growth

3Y Returns23.5%

Compare Now

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

3Y Returns26.21%

VS

360 ONE FlexiCap Fund Regular - Growth 360 ONE FlexiCap Fund Regular - Growth

3Y Returns0%

Compare Now

Kotak Bond Fund (G) Kotak Bond Fund (G)

3Y Returns7.65%

VS

Kotak Bond Fund - Regular Plan Growth Kotak Bond Fund - Regular Plan Growth

3Y Returns7.65%

Compare Now
Add to Cart Successfully