HSBC Focused Fund vs HDFC Focused 30 Fund compare
HDFC Focused Fund - GROWTH PLAN
HSBC Focused Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | HDFC Focused Fund - GROWTH PLAN | HSBC Focused Fund - Regular Growth |
---|---|---|
Fund | HDFC Focused Fund - GROWTH PLAN | HSBC Focused Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹19578 Cr | ₹1666 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 17 Sep 2004 | 22 Jul 2020 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 24.96% | 95% |
Expense Ratio | 1.67 | 2.09 |
Manager | Dhruv Muchhal | Cheenu Gupta |
ISIN Code | INF179K01574 | INF336L01PE6 |
Exits Load | HDFC Focused 30 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 | HDFC Focused Fund - GROWTH PLAN | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Month | 3.06% | 3.35% |
6 Month | 6.36% | -3.53% |
1 Year | 9.12% | 5.44% |
3 Year | 27.17% | 21.46% |
5 Year | 28.93% | - |
SIP Return Analysis
Scheme Name | HDFC Focused Fund - GROWTH PLAN | HSBC Focused Fund - Regular Growth |
---|---|---|
6 Month | 8.32% | 10.5% |
1 Year | 15.3% | 9.96% |
3 Year | 23.16% | 17.4% |
5 Year | 24.87% | - |
Rolling Lumpsum Returns
Scheme Name | HDFC Focused Fund - GROWTH PLAN | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Year | 15.65% | 19.18% |
3 Year | 12.76% | 17.81% |
5 Year | 12.06% | - |
Risk Management
Scheme Name | HDFC Focused Fund - GROWTH PLAN | HSBC Focused Fund - Regular Growth |
---|---|---|
Standard Deviation | 10.70% | 15.56% |
Sharp | 1.75% | 0.93% |
Beta | 0.74% | 1.03% |
Alpha | 8.24% | -0.12% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | HDFC Focused Fund - GROWTH PLAN | HSBC Focused Fund - Regular Growth |
---|---|---|
Name | Dhruv Muchhal | Cheenu Gupta |
Total AUM | ₹520687 Cr | ₹0 Cr |
Funds Managed | 40 | 9 |
HDFC Focused Fund - GROWTH PLAN | HSBC Focused Fund - Regular Growth |
Market Cap
Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 16.5 | 11.77 |
Small Cap | 13.66 | 21.57 |
Large Cap | 66.47 | 41.48 |
Mid Cap | 3.37 | 25.18 |
Sector Allocation
Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 13.69 | 6.97 |
Financial Services | 40.24 | 37.2 |
Real Estate | 2.81 | - |
Industrials | 3.31 | 13.87 |
Healthcare | 7.73 | 10.7 |
Consumer Cyclical | 22.39 | 12.54 |
Basic Materials | 3.13 | 5.31 |
Communication Services | 2.84 | - |
Technology | 3.86 | 7.72 |
Consumer Defensive | - | 2.82 |
Energy | - | 2.87 |
Top Comparisons
Kotak Low Duration Fund- Regular Plan-Growth Option
3Y Returns7.08%
SBI Magnum Low Duration Fund - Regular Plan - Growth
3Y Returns7.02%
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
3Y Returns25.88%
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
3Y Returns23.15%
Axis Liquid Fund - Regular Plan - Growth Option
3Y Returns7%
Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION
3Y Returns6.93%
Nippon India Short Duration Fund-Growth Plan
3Y Returns7.65%
INVESCO INDIA SHORT DURATION FUND - Growth
3Y Returns7.19%