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) | ₹23533 Cr | ₹1656 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 | 0.49% | 0.05% |
| 6 Month | 7.27% | 9.9% |
| 1 Year | 7.36% | -0.59% |
| 3 Year | 21.31% | 15.5% |
| 5 Year | 27.89% | 18.13% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | 4.22% | 3.13% |
| 1 Year | 17% | 12.96% |
| 3 Year | 20.6% | 14.93% |
| 5 Year | 22.34% | 14.93% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Year | 15.12% | 16.69% |
| 3 Year | 13.07% | 17.82% |
| 5 Year | 12.21% | 19.88% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 9.78% | 14.21% |
| Sharp | 1.40% | 0.67% |
| Beta | 0.72% | 0.99% |
| Alpha | 6.95% | 0.20% |
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 | 14.42 | 11.63 |
| Small Cap | 13.07 | 17.03 |
| Large Cap | 69.31 | 45.82 |
| Mid Cap | 3.2 | 25.52 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 11.95 | 3.13 |
| Financial Services | 38.99 | 34.76 |
| Real Estate | 2.47 | - |
| Industrials | 4.66 | 18.17 |
| Healthcare | 7.5 | 9.43 |
| Consumer Cyclical | 22.88 | 16.08 |
| Basic Materials | 2.65 | 2.56 |
| Communication Services | 2.39 | - |
| Utilities | 2.26 | - |
| Technology | 4.24 | 7.77 |
| Consumer Defensive | - | 5.21 |
| Energy | - | 2.89 |
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