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) | ₹12815 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 | -0.11% | 2.91% |
| 6 Month | 4.25% | 5.89% |
| 1 Year | 5.58% | 2.21% |
| 3 Year | 16.94% | 18.39% |
| 5 Year | 19.71% | 16.39% |
SIP Return Analysis
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.16% | 1.4% |
| 1 Year | 9.42% | 13.28% |
| 3 Year | 13.09% | 14.11% |
| 5 Year | 14.97% | 14.62% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.62% | 15.34% |
| 3 Year | 15.71% | 17.56% |
| 5 Year | 17.91% | 19.61% |
Risk Management
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 11.81% | 14.19% |
| Sharp | 0.8% | 0.64% |
| Beta | 0.85% | 0.99% |
| Alpha | 0.89% | 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 | 3.28 | 17.22 |
| Large Cap | 79.41 | 43.83 |
| Mid Cap | 11.16 | 24.67 |
| Small Cap | 6.14 | 14.28 |
Sector Allocation
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 3.28 | 6.89 |
| Energy | 5.87 | 2.82 |
| Consumer Defensive | 2.74 | 4.9 |
| Financial Services | 34.44 | 34.98 |
| Healthcare | 8.76 | 9.52 |
| Basic Materials | 5.43 | 2.2 |
| Industrials | 10.36 | 15.68 |
| Communication Services | 6.4 | - |
| Technology | 6.37 | 8.75 |
| Consumer Cyclical | 13.13 | 14.26 |
| Real Estate | 3.23 | - |
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