HSBC Focused Fund vs Canara Robeco Focused Equity Fund compare
HSBC Focused Fund - Regular Growth
Canara Robeco Focused Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HSBC Focused Fund - Regular Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HSBC Focused Fund - Regular Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹1723 Cr | ₹2890 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 22 Jul 2020 | 17 May 2021 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 |
| Turn Over | 95% | 37% |
| Expense Ratio | 2.09 | 1.96 |
| Manager | Cheenu Gupta | Shridatta Bhandwaldar |
| ISIN Code | INF336L01PE6 | INF760K01JT0 |
| Exits Load | HSBC Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Canara Robeco Focused Equity 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 | HSBC Focused Fund - Regular Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.89% | -1.21% |
| 6 Month | 5.98% | 4.24% |
| 1 Year | -0.77% | 4.35% |
| 3 Year | 16.47% | 16.69% |
| 5 Year | 15.92% | - |
SIP Return Analysis
| Scheme Name | HSBC Focused Fund - Regular Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.4% | -0.05% |
| 1 Year | 13.28% | 10.23% |
| 3 Year | 14.11% | 15.38% |
| 5 Year | 14.62% | - |
Rolling Lumpsum Returns
| Scheme Name | HSBC Focused Fund - Regular Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.34% | 13.05% |
| 3 Year | 17.56% | 17.75% |
| 5 Year | 19.61% | - |
Risk Management
| Scheme Name | HSBC Focused Fund - Regular Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.19% | 12.17% |
| Sharp | 0.64% | 0.81% |
| Beta | 0.99% | 0.89% |
| Alpha | 0.55% | 2.12% |
Fund Managers
| Scheme Name | HSBC Focused Fund - Regular Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Cheenu Gupta | Shridatta Bhandwaldar |
| Total AUM | ₹0 Cr | ₹69491 Cr |
| Funds Managed | 9 | 12 |
| HSBC Focused Fund - Regular Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HSBC Focused Fund - Regular Growth |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 17.22 | 12.09 |
| Large Cap | 43.83 | 71.59 |
| Small Cap | 14.28 | 1.91 |
| Mid Cap | 24.67 | 14.4 |
Sector Allocation
| Scheme Name |
HSBC Focused Fund - Regular Growth |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.89 | 5.19 |
| Technology | 8.75 | 4.54 |
| Consumer Cyclical | 14.26 | 17.26 |
| Healthcare | 9.52 | 12.06 |
| Consumer Defensive | 4.9 | 2.52 |
| Financial Services | 34.98 | 30.18 |
| Basic Materials | 2.2 | 2.45 |
| Industrials | 15.68 | 12.63 |
| Energy | 2.82 | 5.59 |
| Real Estate | - | 1.91 |
| Communication Services | - | 5.67 |
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