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HSBC Focused Fund vs SBI Focused Equity Fund compare

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tortoise-icon SBI Focused Equity Fund - Regular Plan -Growth

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tortoise-icon 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 SBI Focused Equity Fund - Regular Plan -Growth HSBC Focused Fund - Regular Growth
Fund SBI Focused Equity Fund - Regular Plan -Growth HSBC Focused Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹34678 Cr ₹1628 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 08 Oct 2004 22 Jul 2020
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark BSE 500 TRI NIFTY 500 TRI
Turn Over 12% 95%
Expense Ratio 1.57 2.09
Manager Pradeep Kesavan Cheenu Gupta
ISIN Code INF200K01370 INF336L01PE6
Exits Load SBI 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 SBI Focused Equity Fund - Regular Plan -Growth HSBC Focused Fund - Regular Growth
1 Month 4.12% 6.03%
6 Month 5.17% -1.75%
1 Year 13.16% 8.13%
3 Year 17.5% 19.52%
5 Year 22.26% -

SIP Return Analysis

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth HSBC Focused Fund - Regular Growth
6 Month 2.21% -3.01%
1 Year 2.37% -10.52%
3 Year 14.84% 11.94%
5 Year 14.73% -

Rolling Lumpsum Returns

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth HSBC Focused Fund - Regular Growth
1 Year 16.6% 21.56%
3 Year 15.37% 18.11%
5 Year 16.58% -

Risk Management

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth HSBC Focused Fund - Regular Growth
Standard Deviation 12.03% 16.134%
Sharp 0.65% 0.335%
Beta 0.72% 1.037%
Alpha 0.76% -1.531%

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Fund Managers

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth HSBC Focused Fund - Regular Growth
Name Pradeep Kesavan Cheenu Gupta
Total AUM ₹434274 Cr ₹0 Cr
Funds Managed 43 9
SBI Focused Equity Fund - Regular Plan -Growth HSBC Focused Fund - Regular Growth

Market Cap

Scheme Name

SBI Focused Equity Fund - Regular Plan -Growth

HSBC Focused Fund - Regular Growth

Others 18.92 11.94
Large Cap 44.17 32.27
Small Cap 8.17 35.21
Mid Cap 28.74 20.59

Sector Allocation

Scheme Name

SBI Focused Equity Fund - Regular Plan -Growth

HSBC Focused Fund - Regular Growth

Others 18.92 9.93
Telecom - Services 5.14 -
Retailing 1.98 -
Banks 21.69 -
Automobiles 3.19 -
Cement & Cement Products 3.2 -
Auto Components 7.34 -
Consumer Durables 1.15 -
Electrical Equipment 2.37 -
Personal Products 3.67 -
Finance 9.39 -
Chemicals & Petrochemicals 4.47 -
Pharmaceuticals & Biotechnology 3.77 -
Food Products 2.46 -
Transport Infrastructure 2.35 -
Textiles & Apparels 2.3 -
Leisure Services 3.66 -
Power 2.95 -
Technology - 12.64
Consumer Cyclical - 9.48
Healthcare - 13.33
Consumer Defensive - 3.03
Basic Materials - 5.42
Financial Services - 26.78
Industrials - 16.16
Energy - 3.23

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