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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 2.07% 2.1%
6 Month -0.06% -7.75%
1 Year 9.36% 0.87%
3 Year 13.8% 14.04%
5 Year 20.57% -

SIP Return Analysis

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth HSBC Focused Fund - Regular Growth
6 Month 2.86% -1.84%
1 Year 3.76% -8.13%
3 Year 15.99% 13.81%
5 Year 15.77% -

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 0.39% 0.335%
Beta 0.73% 1.037%
Alpha -0.42% -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 23.8 11.94
Small Cap 8.33 35.21
Large Cap 38.05 32.27
Mid Cap 29.82 20.59

Sector Allocation

Scheme Name

SBI Focused Equity Fund - Regular Plan -Growth

HSBC Focused Fund - Regular Growth

Others 5.74 9.93
Communication Services 9.72 -
Consumer Cyclical 19.18 9.48
Financial Services 31.96 26.78
Basic Materials 6.93 5.42
Industrials 5.04 16.16
Consumer Defensive 6.57 3.03
Healthcare 7.85 13.33
Utilities 2.68 -
Technology 4.32 12.64
Energy - 3.23

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