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) | ₹1647 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 | 1.33% | 0.79% |
6 Month | 19.62% | 12.05% |
1 Year | -1.67% | -11.52% |
3 Year | 15.81% | 12.07% |
5 Year | 19.56% | 20.71% |
SIP Return Analysis
Scheme Name | HSBC Focused Fund - Regular Growth | Quant Focused Fund-Growth |
---|---|---|
6 Month | 4.65% | 1.13% |
1 Year | 10.64% | 2.66% |
3 Year | 15.59% | 10.81% |
5 Year | 15.39% | 13.84% |
Rolling Lumpsum Returns
Scheme Name | HSBC Focused Fund - Regular Growth | Quant Focused Fund-Growth |
---|---|---|
1 Year | 17.78% | 13.99% |
3 Year | 18.03% | 17.21% |
5 Year | 20.39% | 15.96% |
Risk Management
Scheme Name | HSBC Focused Fund - Regular Growth | Quant Focused Fund-Growth |
---|---|---|
Standard Deviation | 14.57% | 15.933% |
Sharp | 0.62% | 0.641% |
Beta | 1.00% | 1.052% |
Alpha | 1.10% | 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 | 13.32 | 30.62 |
Large Cap | 41.24 | 57.46 |
Small Cap | 18.77 | 9.78 |
Mid Cap | 26.67 | 2.14 |
Sector Allocation
Scheme Name |
HSBC Focused Fund - Regular Growth |
Quant Focused Fund-Growth |
---|---|---|
Others | 4.82 | 25.21 |
Technology | 7.55 | 2.78 |
Consumer Cyclical | 13.4 | 3.27 |
Healthcare | 9.44 | 10.01 |
Consumer Defensive | 2.99 | 0 |
Financial Services | 39.67 | 26.42 |
Basic Materials | 4.37 | 0 |
Industrials | 14.91 | 8.44 |
Energy | 2.86 | 7.22 |
Utilities | - | 9.63 |
Real Estate | - | 7.03 |
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