HSBC Focused Fund vs Franklin India Focused Equity Fund compare
Franklin India Focused Equity Fund - Growth Plan
HSBC Focused Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Fund | Franklin India Focused Equity Fund - Growth Plan | HSBC Focused Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹12669 Cr | ₹1723 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 26 Jul 2007 | 22 Jul 2020 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 24.24% | 95% |
| Expense Ratio | 1.78 | 2.09 |
| Manager | Sandeep Manam | Cheenu Gupta |
| ISIN Code | INF090I01981 | INF336L01PE6 |
| Exits Load | Franklin India Focused Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HSBC Focused 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 | Franklin India Focused Equity Fund - Growth Plan | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.06% | 0.64% |
| 6 Month | 4.25% | 4.56% |
| 1 Year | 2.29% | -1.91% |
| 3 Year | 14.89% | 15.98% |
| 5 Year | 19.33% | 16.36% |
SIP Return Analysis
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.67% | 1.91% |
| 1 Year | 13.37% | 15.01% |
| 3 Year | 13.68% | 14.14% |
| 5 Year | 15.08% | 14.38% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.7% | 15.59% |
| 3 Year | 15.76% | 17.62% |
| 5 Year | 17.88% | 19.65% |
Risk Management
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 11.76% | 14.19% |
| Sharp | 0.72% | 0.64% |
| Beta | 0.85% | 0.99% |
| Alpha | 1.12% | 0.55% |
Fund Managers
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Name | Sandeep Manam | Cheenu Gupta |
| Total AUM | ₹74256 Cr | ₹0 Cr |
| Funds Managed | 20 | 9 |
| Franklin India Focused Equity Fund - Growth Plan | HSBC Focused Fund - Regular Growth |
Market Cap
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 4.23 | 13.82 |
| Large Cap | 79.95 | 44.6 |
| Mid Cap | 10.23 | 25.07 |
| Small Cap | 5.59 | 16.5 |
Sector Allocation
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 4.23 | 5.53 |
| Energy | 5.63 | 2.99 |
| Consumer Defensive | 4.04 | 4.94 |
| Financial Services | 33.67 | 34.38 |
| Healthcare | 8.42 | 9.64 |
| Basic Materials | 4.66 | 2.48 |
| Industrials | 10.54 | 16.53 |
| Communication Services | 6.32 | - |
| Technology | 6.28 | 8.09 |
| Consumer Cyclical | 12.77 | 15.43 |
| Real Estate | 3.44 | - |
Top Comparisons
DSP Large & Mid Cap Fund - Regular Growth
3Y Returns19.38%
Quant Large and Mid Cap Fund-Growth
3Y Returns14.27%
DSP Ultra Short Fund - Regular Plan - Growth
3Y Returns6.78%
Mirae Asset Ultra Short Duration Fund Regular Growth
3Y Returns7.31%
SBI Infrastructure Fund - Regular Plan - Growth
3Y Returns20.39%
Nippon India Power & Infra Fund-Growth Plan -Growth Option
3Y Returns23.89%
ICICI Prudential Overnight Fund - Growth
3Y Returns6.34%
HSBC Overnight Fund - Regular Growth
3Y Returns6.33%