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) | ₹1656 Cr | ₹2571 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 | 0.1% | -0.64% |
6 Month | 11.05% | 6.12% |
1 Year | -0.63% | 0.07% |
3 Year | 17.31% | 17.66% |
5 Year | 19.57% | 18.04% |
SIP Return Analysis
Scheme Name | HSBC Focused Fund - Regular Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.2% | 0.98% |
1 Year | 13.27% | 8.89% |
3 Year | 15.5% | 16.4% |
5 Year | 15.37% | 15.39% |
Rolling Lumpsum Returns
Scheme Name | HSBC Focused Fund - Regular Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 16.69% | 9.86% |
3 Year | 17.82% | 13.48% |
5 Year | 19.88% | 12.95% |
Risk Management
Scheme Name | HSBC Focused Fund - Regular Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.35% | 14.04% |
Sharp | 0.71% | 0.81% |
Beta | 1.00% | 0.92% |
Alpha | 0.83% | 1.13% |
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 | 11.63 | 20.98 |
Large Cap | 45.82 | 49.12 |
Small Cap | 17.03 | 17.47 |
Mid Cap | 25.52 | 12.43 |
Sector Allocation
Scheme Name |
HSBC Focused Fund - Regular Growth |
DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 3.13 | 7.86 |
Technology | 7.77 | 11.41 |
Consumer Cyclical | 16.08 | 6.39 |
Healthcare | 9.43 | 8.28 |
Consumer Defensive | 5.21 | 2 |
Financial Services | 34.76 | 39.94 |
Basic Materials | 2.56 | 5.72 |
Industrials | 18.17 | 6.11 |
Energy | 2.89 | 3.81 |
Utilities | - | 1.9 |
Real Estate | - | 3.38 |
Communication Services | - | 3.2 |
Top Comparisons
ITI ELSS Tax Saver Fund Regular - Growth
3Y Returns20.91%
HDFC ELSS Tax saver Fund - Growth Plan
3Y Returns22.72%
ICICI Prudential Quant Fund Growth
3Y Returns17.7%
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns25.45%
Kotak Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns0%
Mirae Asset Banking and Financial Services Fund Regular Growth
3Y Returns18.54%
ICICI Prudential Money Market Fund Option - Growth
3Y Returns7.56%
UTI MMF - Regular Plan - Growth Option
3Y Returns7.61%