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) | ₹13471 Cr | ₹1708 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 | 2.67% | 0.3% |
| 6 Month | 8.39% | 4.57% |
| 1 Year | 11.29% | -1.74% |
| 3 Year | 21.9% | 15.49% |
| 5 Year | 22.9% | 16.67% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | 5.48% | 2.33% |
| 1 Year | 23.85% | 13.89% |
| 3 Year | 22.07% | 13.94% |
| 5 Year | 21.06% | 14.35% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.46% | 15.59% |
| 3 Year | 14.12% | 17.62% |
| 5 Year | 13.61% | 19.65% |
Risk Management
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.27% | 14.19% |
| Sharp | 1.2% | 0.64% |
| Beta | 0.91% | 0.99% |
| Alpha | 6.02% | 0.55% |
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 | 9 | 13.82 |
| Large Cap | 76.93 | 44.6 |
| Mid Cap | 14.07 | 25.07 |
| Small Cap | - | 16.5 |
Sector Allocation
| Scheme Name |
ICICI Prudential Focused Equity Fund - Growth |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 4.63 | 5.53 |
| Energy | 3.61 | 2.99 |
| Technology | 8.4 | 8.09 |
| Consumer Cyclical | 12.84 | 15.43 |
| Industrials | 4.94 | 16.53 |
| Financial Services | 25.53 | 34.38 |
| Healthcare | 7.84 | 9.64 |
| Basic Materials | 9.65 | 2.48 |
| Consumer Defensive | 6.04 | 4.94 |
| Real Estate | 5.69 | - |
| Communication Services | 7.62 | - |
| Utilities | 3.2 | - |
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