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HSBC Focused Fund vs SBI Focused Equity Fund compare
SBI Focused Fund - Regular Plan -Growth
HSBC Focused Fund - Regular Growth
Chart Comparison
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) | ₹37764 Cr | ₹1647 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 Fund - Regular Plan -Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Month | 3.95% | 1.95% |
| 6 Month | 16.56% | 20.36% |
| 1 Year | 6.55% | -1.22% |
| 3 Year | 15.43% | 16.89% |
| 5 Year | 19.35% | 19.54% |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | 4.48% | 4.65% |
| 1 Year | 14.96% | 10.64% |
| 3 Year | 16.76% | 15.59% |
| 5 Year | 15.2% | 15.39% |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Year | 16.19% | 17.78% |
| 3 Year | 15.37% | 18.03% |
| 5 Year | 16.68% | 20.39% |
Risk Management
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.03% | 14.57% |
| Sharp | 0.8% | 0.62% |
| Beta | 0.69% | 1.00% |
| Alpha | 2.01% | 1.10% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 21.43 | 13.32 |
| Mid Cap | 30.8 | 26.67 |
| Large Cap | 40.48 | 41.24 |
| Small Cap | 7.3 | 18.77 |
Sector Allocation
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 5.91 | 4.82 |
| Communication Services | 11.51 | - |
| Consumer Cyclical | 20.85 | 13.4 |
| Basic Materials | 10.48 | 4.37 |
| Financial Services | 31.27 | 39.67 |
| Industrials | 4.92 | 14.91 |
| Consumer Defensive | 5.55 | 2.99 |
| Healthcare | 3.08 | 9.44 |
| Utilities | 2.42 | - |
| Technology | 4 | 7.55 |
| Energy | - | 2.86 |
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