HSBC Focused Fund vs ICICI Prudential Focused Equity Fund compare

HSBC Focused Fund vs ICICI Prudential Focused Equity Fund compare

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ICICI Prudential Focused Equity Fund - Growth

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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	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)	₹12380 Cr	₹1686 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	-0.93%	-0.89%
6 Month	13.49%	12.59%
1 Year	6.13%	3.44%
3 Year	21.47%	15.89%
5 Year	24.3%	20.02%

SIP Return Analysis

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	HSBC Focused Fund - Regular Growth
6 Month	4.45%	5.8%
1 Year	11.03%	6.17%
3 Year	21.35%	15.2%
5 Year	21.02%	15.39%

Rolling Lumpsum Returns

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	HSBC Focused Fund - Regular Growth
1 Year	11.85%	17.78%
3 Year	13.85%	18.03%
5 Year	13.52%	20.39%

Risk Management

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	HSBC Focused Fund - Regular Growth
Standard Deviation	12.97%	14.43%
Sharp	1.16%	0.73%
Beta	0.92%	0.98%
Alpha	5.80%	0.75%

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	7.45	13.32
Large Cap	77.19	41.24
Mid Cap	13.63	26.67
Small Cap	1.73	18.77

Sector Allocation

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	HSBC Focused Fund - Regular Growth
Others	4.22	4.82
Energy	3.51	2.86
Technology	6.37	7.55
Industrials	6.56	14.91
Financial Services	27.12	39.67
Healthcare	8.12	9.44
Basic Materials	12.39	4.37
Consumer Cyclical	10.88	13.4
Consumer Defensive	6.07	2.99
Real Estate	5.02	-
Communication Services	6.9	-
Utilities	2.83	-

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