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) | ₹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 |
Trailing Lumpsum Returns
Scheme Name | HDFC Focused Fund - GROWTH PLAN | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Month | 2.61% | 1.33% |
6 Month | 14.98% | 19.62% |
1 Year | 5.74% | -1.67% |
3 Year | 21.59% | 15.81% |
5 Year | 27.96% | 19.56% |
SIP Return Analysis
Scheme Name | HDFC Focused Fund - GROWTH PLAN | HSBC Focused Fund - Regular Growth |
---|---|---|
6 Month | 4.57% | 4.65% |
1 Year | 15.71% | 10.64% |
3 Year | 21.4% | 15.59% |
5 Year | 23.19% | 15.39% |
Rolling Lumpsum Returns
Scheme Name | HDFC Focused Fund - GROWTH PLAN | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Year | 15.45% | 17.78% |
3 Year | 12.91% | 18.03% |
5 Year | 12.12% | 20.39% |
Risk Management
Scheme Name | HDFC Focused Fund - GROWTH PLAN | HSBC Focused Fund - Regular Growth |
---|---|---|
Standard Deviation | 9.99% | 14.57% |
Sharp | 1.39% | 0.62% |
Beta | 0.72% | 1.00% |
Alpha | 8.16% | 1.10% |
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 | 14.69 | 13.32 |
Small Cap | 13.81 | 18.77 |
Large Cap | 68.25 | 41.24 |
Mid Cap | 3.25 | 26.67 |
Sector Allocation
Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 11.94 | 4.82 |
Financial Services | 39.52 | 39.67 |
Real Estate | 2.76 | - |
Industrials | 4.51 | 14.91 |
Healthcare | 8.01 | 9.44 |
Consumer Cyclical | 23.11 | 13.4 |
Basic Materials | 2.8 | 4.37 |
Communication Services | 2.68 | - |
Utilities | 0.58 | - |
Technology | 4.1 | 7.55 |
Consumer Defensive | - | 2.99 |
Energy | - | 2.86 |
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