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) | ₹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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