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HSBC Focused Fund vs HDFC Focused 30 Fund compare

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tortoise-icon HDFC Focused Fund - GROWTH PLAN

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tortoise-icon HSBC Focused Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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