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) | ₹12303 Cr | ₹1656 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 | 1.16% | 1.13% |
| 6 Month | 7.39% | 8.65% |
| 1 Year | 3.57% | 2.34% |
| 3 Year | 16.91% | 17.15% |
| 5 Year | 23.67% | 19.4% |
SIP Return Analysis
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.82% | 3.2% |
| 1 Year | 12.9% | 13.27% |
| 3 Year | 15.11% | 15.5% |
| 5 Year | 16.45% | 15.37% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Year | 12% | 16.69% |
| 3 Year | 15.65% | 17.82% |
| 5 Year | 17.65% | 19.88% |
Risk Management
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 11.81% | 14.35% |
| Sharp | 0.86% | 0.71% |
| Beta | 0.86% | 1.00% |
| Alpha | 1.17% | 0.83% |
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 | 3.86 | 11.63 |
| Large Cap | 79.37 | 45.82 |
| Mid Cap | 11.26 | 25.52 |
| Small Cap | 5.52 | 17.03 |
Sector Allocation
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 3.86 | 3.13 |
| Energy | 5.32 | 2.89 |
| Consumer Defensive | 4.23 | 5.21 |
| Financial Services | 34.22 | 34.76 |
| Healthcare | 8.42 | 9.43 |
| Basic Materials | 4.57 | 2.56 |
| Industrials | 10.61 | 18.17 |
| Communication Services | 5.95 | - |
| Technology | 6.1 | 7.77 |
| Consumer Cyclical | 13.33 | 16.08 |
| Real Estate | 3.37 | - |
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