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) | ₹1656 Cr | ₹2749 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 | 0.66% | 1.03% |
| 6 Month | 11.06% | 11.97% |
| 1 Year | -0.27% | 5.51% |
| 3 Year | 17.81% | 18.77% |
| 5 Year | 19.85% | - |
SIP Return Analysis
| Scheme Name | HSBC Focused Fund - Regular Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.2% | 3.81% |
| 1 Year | 13.27% | 16.54% |
| 3 Year | 15.5% | 18.28% |
| 5 Year | 15.37% | - |
Rolling Lumpsum Returns
| Scheme Name | HSBC Focused Fund - Regular Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.69% | 13.05% |
| 3 Year | 17.82% | 17.75% |
| 5 Year | 19.88% | - |
Risk Management
| Scheme Name | HSBC Focused Fund - Regular Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.35% | 12.22% |
| Sharp | 0.71% | 0.86% |
| Beta | 1.00% | 0.89% |
| Alpha | 0.83% | 2.13% |
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 | 11.63 | 13.29 |
| Large Cap | 45.82 | 70.96 |
| Small Cap | 17.03 | 1.54 |
| Mid Cap | 25.52 | 14.21 |
Sector Allocation
| Scheme Name |
HSBC Focused Fund - Regular Growth |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.13 | 5.41 |
| Technology | 7.77 | 4.62 |
| Consumer Cyclical | 16.08 | 17.58 |
| Healthcare | 9.43 | 13.06 |
| Consumer Defensive | 5.21 | 4.82 |
| Financial Services | 34.76 | 27.4 |
| Basic Materials | 2.56 | 4.25 |
| Industrials | 18.17 | 13.33 |
| Energy | 2.89 | 4.61 |
| Communication Services | - | 4.91 |
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