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) | ₹25140 Cr | ₹1708 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 | 0.11% | -0.37% |
| 6 Month | 5.82% | 6.82% |
| 1 Year | 12.3% | 4.82% |
| 3 Year | 21.35% | 15.85% |
| 5 Year | 26.8% | 17.46% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.73% | 1.06% |
| 1 Year | 15.45% | 11.52% |
| 3 Year | 19.85% | 14.11% |
| 5 Year | 21.76% | 14.39% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Year | 14.99% | 15.93% |
| 3 Year | 13.28% | 17.73% |
| 5 Year | 12.33% | 19.78% |
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 | 14.67 | 13.82 |
| Small Cap | 12.5 | 16.5 |
| Large Cap | 69.27 | 44.6 |
| Mid Cap | 3.56 | 25.07 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 12.73 | 5.53 |
| Financial Services | 39.92 | 34.38 |
| Real Estate | 1.94 | - |
| Industrials | 4.92 | 16.53 |
| Healthcare | 7.07 | 9.64 |
| Consumer Cyclical | 21.45 | 15.43 |
| Basic Materials | 2.33 | 2.48 |
| Communication Services | 2.45 | - |
| Utilities | 2.75 | - |
| Technology | 4.45 | 8.09 |
| Consumer Defensive | - | 4.94 |
| Energy | - | 2.99 |
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