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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) ₹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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