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) | ₹1723 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 | -0.17% | -2.66% |
| 6 Month | 3.57% | 0.02% |
| 1 Year | -2.66% | -1.49% |
| 3 Year | 16.17% | 13.09% |
| 5 Year | 15.64% | 17.28% |
SIP Return Analysis
| Scheme Name | HSBC Focused Fund - Regular Growth | Quant Focused Fund-Growth |
|---|---|---|
| 6 Month | 1.91% | 1.19% |
| 1 Year | 15.01% | 9.37% |
| 3 Year | 14.14% | 10.02% |
| 5 Year | 14.38% | 12.69% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Focused Fund - Regular Growth | Quant Focused Fund-Growth |
|---|---|---|
| 1 Year | 15.59% | 13.6% |
| 3 Year | 17.62% | 16.87% |
| 5 Year | 19.65% | 16.18% |
Risk Management
| Scheme Name | HSBC Focused Fund - Regular Growth | Quant Focused Fund-Growth |
|---|---|---|
| Standard Deviation | 14.19% | 15.933% |
| Sharp | 0.64% | 0.641% |
| Beta | 0.99% | 1.052% |
| Alpha | 0.55% | 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 | 17.22 | 30.7 |
| Large Cap | 43.83 | 61.68 |
| Small Cap | 14.28 | 7.62 |
| Mid Cap | 24.67 | - |
Sector Allocation
| Scheme Name |
HSBC Focused Fund - Regular Growth |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 6.89 | 30.7 |
| Technology | 8.75 | 2.93 |
| Consumer Cyclical | 14.26 | 3.99 |
| Healthcare | 9.52 | 3.59 |
| Consumer Defensive | 4.9 | - |
| Financial Services | 34.98 | 20.61 |
| Basic Materials | 2.2 | - |
| Industrials | 15.68 | 7.14 |
| Energy | 2.82 | 8.71 |
| Utilities | - | 15.34 |
| Real Estate | - | 6.99 |
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