HSBC Focused Fund vs SBI Focused Equity Fund compare

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SBI Focused Fund - Regular Plan -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	SBI Focused Fund - Regular Plan -Growth	HSBC Focused Fund - Regular Growth
Fund	SBI Focused Fund - Regular Plan -Growth	HSBC Focused Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹40824 Cr	₹1708 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

Scheme Name	SBI Focused Fund - Regular Plan -Growth	HSBC Focused Fund - Regular Growth
1 Month	3.28%	0.3%
6 Month	10.11%	4.57%
1 Year	14.15%	-1.74%
3 Year	17.1%	15.49%
5 Year	17.49%	16.67%

Scheme Name	SBI Focused Fund - Regular Plan -Growth	HSBC Focused Fund - Regular Growth
6 Month	6.1%	2.33%
1 Year	23.61%	13.89%
3 Year	18.46%	13.94%
5 Year	15.85%	14.35%

Scheme Name	SBI Focused Fund - Regular Plan -Growth	HSBC Focused Fund - Regular Growth
1 Year	15.84%	15.59%
3 Year	15.42%	17.62%
5 Year	16.84%	19.65%

Scheme Name	SBI Focused Fund - Regular Plan -Growth	HSBC Focused Fund - Regular Growth
Standard Deviation	10.68%	14.19%
Sharp	0.95%	0.64%
Beta	0.73%	0.99%
Alpha	3.86%	0.55%

Scheme Name	SBI Focused 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 Fund - Regular Plan -Growth	HSBC Focused Fund - Regular Growth

Scheme Name	SBI Focused Fund - Regular Plan -Growth	HSBC Focused Fund - Regular Growth
Others	14.6	13.82
Large Cap	53.09	44.6
Mid Cap	21.91	25.07
Small Cap	10.4	16.5

Scheme Name	SBI Focused Fund - Regular Plan -Growth	HSBC Focused Fund - Regular Growth
Others	14.6	5.53
Telecom - Services	4.99	-
Retailing	4.34	-
Consumer Durables	3.26	-
Banks	16.68	-
Automobiles	2.92	-
Cement & Cement Products	2.57	-
Auto Components	6.42	-
Electrical Equipment	1.81	-
Personal Products	2.94	-
Finance	15.14	-
Chemicals & Petrochemicals	3.74	-
Pharmaceuticals & Biotechnology	2.92	-
Food Products	2.49	-
Textiles & Apparels	1.92	-
Leisure Services	3.08	-
Power	10.18	-
Technology	-	8.09
Consumer Cyclical	-	15.43
Healthcare	-	9.64
Consumer Defensive	-	4.94
Financial Services	-	34.38
Basic Materials	-	2.48
Industrials	-	16.53
Energy	-	2.99