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) | ₹8211 Cr | ₹1723 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 | 0.52% | 0.66% |
| 6 Month | 4.8% | 4.33% |
| 1 Year | 6.96% | -1.83% |
| 3 Year | 16.28% | 16.3% |
| 5 Year | 15.64% | 15.73% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | 4.83% | 1.91% |
| 1 Year | 18.68% | 15.01% |
| 3 Year | 16.11% | 14.14% |
| 5 Year | 15.06% | 14.38% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Year | 12.29% | 15.34% |
| 3 Year | 12.71% | 17.56% |
| 5 Year | 13.97% | 19.61% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.25% | 14.19% |
| Sharp | 0.79% | 0.64% |
| Beta | 0.91% | 0.99% |
| Alpha | 0.65% | 0.55% |
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 | 14.12 | 17.22 |
| Large Cap | 76.43 | 43.83 |
| Mid Cap | 7.91 | 24.67 |
| Small Cap | 1.54 | 14.28 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 3.88 | 6.89 |
| Energy | 6.31 | 2.82 |
| Technology | 14.14 | 8.75 |
| Industrials | 9.04 | 15.68 |
| Basic Materials | 4.39 | 2.2 |
| Financial Services | 29.85 | 34.98 |
| Healthcare | 2.58 | 9.52 |
| Consumer Cyclical | 15.22 | 14.26 |
| Consumer Defensive | 4.41 | 4.9 |
| Real Estate | 2.89 | - |
| Communication Services | 4.42 | - |
| Utilities | 2.87 | - |
Top Comparisons
Axis Arbitrage Fund - Regular Plan - Growth
3Y Returns6.95%
Parag Parikh Arbitrage Fund Regular - Growth
3Y Returns0%
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
3Y Returns%
Tata Multicap Fund - Regular Plan - Growth
3Y Returns0%
BANDHAN Dynamic Bond Fund - Regular Plan B - Growth
3Y Returns6.49%
UTI Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns6.94%
HDFC Overnight Fund - Growth Option
3Y Returns6.28%
Nippon India Overnight Fund - Regular Plan - Growth Option
3Y Returns6.35%