HSBC Focused Fund vs Quant Focused Fund compare
HSBC Focused Fund - Regular Growth
Quant Focused Fund-Growth
Chart Comparison
Overview
| Scheme Name | HSBC Focused Fund - Regular Growth | Quant Focused Fund-Growth |
|---|---|---|
| Fund | HSBC Focused Fund - Regular Growth | Quant Focused Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1656 Cr | ₹1064 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 22 Jul 2020 | 29 Aug 2008 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 95% | % |
| Expense Ratio | 2.09 | 2.18 |
| Manager | Cheenu Gupta | Sanjeev Sharma |
| ISIN Code | INF336L01PE6 | INF966L01374 |
| Exits Load | HSBC Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Focused Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Focused Fund - Regular Growth | Quant Focused Fund-Growth |
|---|---|---|
| 1 Month | 1.8% | 3.41% |
| 6 Month | 11.05% | 7.67% |
| 1 Year | 1.77% | -1.76% |
| 3 Year | 16.1% | 14.61% |
| 5 Year | 19.65% | 21.7% |
SIP Return Analysis
| Scheme Name | HSBC Focused Fund - Regular Growth | Quant Focused Fund-Growth |
|---|---|---|
| 6 Month | 0.91% | 0.09% |
| 1 Year | 9.19% | 4.7% |
| 3 Year | 13.34% | 9.52% |
| 5 Year | 14.07% | 12.85% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Focused Fund - Regular Growth | Quant Focused Fund-Growth |
|---|---|---|
| 1 Year | 16.69% | 13.74% |
| 3 Year | 17.82% | 17.07% |
| 5 Year | 19.88% | 16.07% |
Risk Management
| Scheme Name | HSBC Focused Fund - Regular Growth | Quant Focused Fund-Growth |
|---|---|---|
| Standard Deviation | 14.21% | 15.933% |
| Sharp | 0.67% | 0.641% |
| Beta | 0.99% | 1.052% |
| Alpha | 0.20% | 1.751% |
Fund Managers
| Scheme Name | HSBC Focused Fund - Regular Growth | Quant Focused Fund-Growth |
|---|---|---|
| Name | Cheenu Gupta | Sanjeev Sharma |
| Total AUM | ₹0 Cr | ₹39731 Cr |
| Funds Managed | 9 | 22 |
| HSBC Focused Fund - Regular Growth | Quant Focused Fund-Growth |
Market Cap
| Scheme Name |
HSBC Focused Fund - Regular Growth |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 11.63 | 30.53 |
| Large Cap | 45.82 | 62.21 |
| Small Cap | 17.03 | 7.26 |
| Mid Cap | 25.52 | 0 |
Sector Allocation
| Scheme Name |
HSBC Focused Fund - Regular Growth |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 3.13 | 26.78 |
| Technology | 7.77 | 2.34 |
| Consumer Cyclical | 16.08 | 3.7 |
| Healthcare | 9.43 | 6.78 |
| Consumer Defensive | 5.21 | - |
| Financial Services | 34.76 | 27.66 |
| Basic Materials | 2.56 | - |
| Industrials | 18.17 | 8.87 |
| Energy | 2.89 | 9.27 |
| Utilities | - | 7.95 |
| Real Estate | - | 6.67 |
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