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) | ₹1666 Cr | ₹2576 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 | 3.35% | 2.47% |
6 Month | -3.53% | 3.17% |
1 Year | 5.44% | 5.27% |
3 Year | 21.46% | 22.67% |
5 Year | - | 20.29% |
SIP Return Analysis
Scheme Name | HSBC Focused Fund - Regular Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 10.5% | 8.03% |
1 Year | 9.96% | 10.62% |
3 Year | 17.4% | 19.91% |
5 Year | - | 17.53% |
Rolling Lumpsum Returns
Scheme Name | HSBC Focused Fund - Regular Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 19.18% | 10.41% |
3 Year | 17.81% | 13.08% |
5 Year | - | 12.62% |
Risk Management
Scheme Name | HSBC Focused Fund - Regular Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 16.11% | 14.04% |
Sharp | 0.70% | 0.9% |
Beta | 1.03% | 0.97% |
Alpha | -0.44% | 1.78% |
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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 | 11.77 | 6.34 |
Large Cap | 41.48 | 55.82 |
Small Cap | 21.57 | 19.35 |
Mid Cap | 25.18 | 18.49 |
Sector Allocation
Scheme Name |
HSBC Focused Fund - Regular Growth |
DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 6.97 | 6.34 |
Technology | 7.72 | - |
Consumer Cyclical | 12.54 | - |
Healthcare | 10.7 | - |
Consumer Defensive | 2.82 | - |
Financial Services | 37.2 | - |
Basic Materials | 5.31 | - |
Industrials | 13.87 | - |
Energy | 2.87 | - |
IT - Software | - | 10.01 |
Capital Markets | - | 1.57 |
Petroleum Products | - | 3.56 |
Non - Ferrous Metals | - | 1.53 |
Pharmaceuticals & Biotechnology | - | 6.51 |
Banks | - | 15.87 |
Finance | - | 14.2 |
Insurance | - | 3.48 |
Gas | - | 2.04 |
Industrial Products | - | 7.57 |
Automobiles | - | 2.36 |
Fertilizers & Agrochemicals | - | 3.37 |
Realty | - | 3.33 |
Leisure Services | - | 2.16 |
Consumer Durables | - | 5.3 |
Telecom - Services | - | 3.15 |
Healthcare Services | - | 2.9 |
Food Products | - | 2.31 |
Auto Components | - | 2.44 |
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