HSBC Focused Fund vs HDFC Focused 30 Fund compare

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HDFC Focused Fund - GROWTH PLAN

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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)	₹22444 Cr	₹1647 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

Scheme Name	HDFC Focused Fund - GROWTH PLAN	HSBC Focused Fund - Regular Growth
1 Month	1.08%	0.94%
6 Month	10.83%	12.14%
1 Year	7.94%	-1.72%
3 Year	23.67%	18.01%
5 Year	29.36%	19.8%

Scheme Name	HDFC Focused Fund - GROWTH PLAN	HSBC Focused Fund - Regular Growth
6 Month	3.67%	3.36%
1 Year	16.8%	13.16%
3 Year	20.91%	15.33%
5 Year	22.71%	15.18%

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%

Scheme Name	HDFC Focused Fund - GROWTH PLAN	HSBC Focused Fund - Regular Growth
Standard Deviation	9.92%	14.35%
Sharp	1.44%	0.71%
Beta	0.73%	1.00%
Alpha	7.47%	0.83%

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

Scheme Name	HDFC Focused Fund - GROWTH PLAN	HSBC Focused Fund - Regular Growth
Others	14.23	13.86
Small Cap	13.88	18.03
Large Cap	68.53	42.56
Mid Cap	3.36	25.55

Scheme Name	HDFC Focused Fund - GROWTH PLAN	HSBC Focused Fund - Regular Growth
Others	11.59	5.44
Financial Services	37.98	38.31
Real Estate	2.64	-
Industrials	4.77	14.56
Healthcare	8.11	9.24
Consumer Cyclical	23.8	14.77
Basic Materials	2.68	3.6
Communication Services	2.52	-
Utilities	1.68	-
Technology	4.21	8.02
Consumer Defensive	-	3.23
Energy	-	2.84