HSBC Focused Fund vs DSP Focus Fund compare
HSBC Focused Fund - Regular Growth
DSP Focused Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HSBC Focused Fund - Regular Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HSBC Focused Fund - Regular Growth | DSP Focused Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹1723 Cr | ₹2707 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 22 Jul 2020 | 10 Jun 2010 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 95% | 31% |
| Expense Ratio | 2.09 | 2.04 |
| Manager | Cheenu Gupta | Vinit Sambre |
| ISIN Code | INF336L01PE6 | INF740K01532 |
| 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 | DSP Focus Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Focused Fund - Regular Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.33% | 0.46% |
| 6 Month | 3.53% | 2.17% |
| 1 Year | 1.88% | 7.02% |
| 3 Year | 17.69% | 20.2% |
| 5 Year | 14.83% | 14.02% |
SIP Return Analysis
| Scheme Name | HSBC Focused Fund - Regular Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.9% | 4.23% |
| 1 Year | 18.63% | 15.15% |
| 3 Year | 14.74% | 16.2% |
| 5 Year | 14.82% | 15.39% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Focused Fund - Regular Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.02% | 9.4% |
| 3 Year | 17.55% | 13.87% |
| 5 Year | 19.53% | 13.19% |
Risk Management
| Scheme Name | HSBC Focused Fund - Regular Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.6% | 14.04% |
| Sharp | 0.82% | 1% |
| Beta | 0.98% | 0.92% |
| Alpha | 0.77% | 3.11% |
Fund Managers
| Scheme Name | HSBC Focused Fund - Regular Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Name | Cheenu Gupta | Vinit Sambre |
| Total AUM | ₹0 Cr | ₹31142 Cr |
| Funds Managed | 9 | 3 |
| HSBC Focused Fund - Regular Growth | DSP Focused Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HSBC Focused Fund - Regular Growth |
DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 17.22 | 18.45 |
| Large Cap | 43.83 | 52.73 |
| Small Cap | 14.28 | 16.08 |
| Mid Cap | 24.67 | 12.74 |
Sector Allocation
| Scheme Name |
HSBC Focused Fund - Regular Growth |
DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.89 | 7.36 |
| Technology | 8.75 | 11.76 |
| Consumer Cyclical | 14.26 | 5.64 |
| Healthcare | 9.52 | 7.58 |
| Consumer Defensive | 4.9 | 2.48 |
| Financial Services | 34.98 | 40.48 |
| Basic Materials | 2.2 | 5.49 |
| Industrials | 15.68 | 5.69 |
| Energy | 2.82 | 3.82 |
| Utilities | - | 1.8 |
| Real Estate | - | 3.59 |
| Communication Services | - | 4.32 |
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