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)	₹37122 Cr	₹1666 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	3.22%	3.35%
6 Month	6.71%	-3.53%
1 Year	8.07%	5.44%
3 Year	19.37%	21.46%
5 Year	20.6%	-

Scheme Name	SBI Focused Fund - Regular Plan -Growth	HSBC Focused Fund - Regular Growth
6 Month	9.38%	10.5%
1 Year	17.67%	9.96%
3 Year	18.48%	17.4%
5 Year	16.65%	-

Scheme Name	SBI Focused Fund - Regular Plan -Growth	HSBC Focused Fund - Regular Growth
1 Year	16.38%	19.18%
3 Year	15.32%	17.81%
5 Year	16.61%	-

Scheme Name	SBI Focused Fund - Regular Plan -Growth	HSBC Focused Fund - Regular Growth
Standard Deviation	12.03%	16.11%
Sharp	0.91%	0.70%
Beta	0.71%	1.03%
Alpha	1.58%	-0.44%

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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	17.24	11.77
Large Cap	45.43	41.48
Small Cap	7.82	21.57
Mid Cap	29.51	25.18

Scheme Name	SBI Focused Fund - Regular Plan -Growth	HSBC Focused Fund - Regular Growth
Others	17.24	6.97
Telecom - Services	5.29	-
Retailing	1.78	-
Banks	22.38	-
Automobiles	3.02	-
Cement & Cement Products	2.95	-
Auto Components	8.24	-
Consumer Durables	1.18	-
Electrical Equipment	2.1	-
Personal Products	3.48	-
Chemicals & Petrochemicals	5.64	-
Pharmaceuticals & Biotechnology	3.38	-
Finance	9.61	-
Food Products	2.34	-
Transport Infrastructure	2.7	-
Textiles & Apparels	2.37	-
Leisure Services	3.71	-
Power	2.59	-
Technology	-	7.72
Consumer Cyclical	-	12.54
Healthcare	-	10.7
Consumer Defensive	-	2.82
Financial Services	-	37.2
Basic Materials	-	5.31
Industrials	-	13.87
Energy	-	2.87