HSBC Focused Fund vs ICICI Prudential Focused Equity Fund compare
ICICI Prudential Focused Equity Fund - Growth
HSBC Focused Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | ICICI Prudential Focused Equity Fund - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
Fund | ICICI Prudential Focused Equity Fund - Growth | HSBC Focused Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹12909 Cr | ₹1656 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 28 May 2009 | 22 Jul 2020 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 78% | 95% |
Expense Ratio | 1.75 | 2.09 |
Manager | Sharmila D'mello | Cheenu Gupta |
ISIN Code | INF109K01BZ4 | INF336L01PE6 |
Exits Load | ICICI Prudential Focused Equity Fund - Regular Plan - 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 | ICICI Prudential Focused Equity Fund - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Month | 0.84% | 0.66% |
6 Month | 11.56% | 11.06% |
1 Year | 7.92% | -0.27% |
3 Year | 24.13% | 17.81% |
5 Year | 26.02% | 19.85% |
SIP Return Analysis
Scheme Name | ICICI Prudential Focused Equity Fund - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
6 Month | 3.95% | 3.2% |
1 Year | 20.23% | 13.27% |
3 Year | 22.27% | 15.5% |
5 Year | 21.4% | 15.37% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Focused Equity Fund - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Year | 11.68% | 16.69% |
3 Year | 13.97% | 17.82% |
5 Year | 13.57% | 19.88% |
Risk Management
Scheme Name | ICICI Prudential Focused Equity Fund - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.75% | 14.35% |
Sharp | 1.18% | 0.71% |
Beta | 0.93% | 1.00% |
Alpha | 6.34% | 0.83% |
Fund Managers
Scheme Name | ICICI Prudential Focused Equity Fund - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
Name | Sharmila D'mello | Cheenu Gupta |
Total AUM | ₹354743 Cr | ₹0 Cr |
Funds Managed | 35 | 9 |
ICICI Prudential Focused Equity Fund - Growth | HSBC Focused Fund - Regular Growth |
Market Cap
Scheme Name |
ICICI Prudential Focused Equity Fund - Growth |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 5.91 | 11.63 |
Large Cap | 78.3 | 45.82 |
Mid Cap | 15.78 | 25.52 |
Small Cap | - | 17.03 |
Sector Allocation
Scheme Name |
ICICI Prudential Focused Equity Fund - Growth |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 1.67 | 3.13 |
Energy | 3.46 | 2.89 |
Technology | 8.19 | 7.77 |
Industrials | 5.01 | 18.17 |
Financial Services | 25.2 | 34.76 |
Healthcare | 8.3 | 9.43 |
Basic Materials | 10.82 | 2.56 |
Consumer Cyclical | 15.11 | 16.08 |
Consumer Defensive | 5.42 | 5.21 |
Real Estate | 6.17 | - |
Communication Services | 7.49 | - |
Utilities | 3.15 | - |
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