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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) | ₹42773 Cr | ₹1723 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 | 1.96% | 2.66% |
| 6 Month | 9.68% | 5.05% |
| 1 Year | 15.82% | 2.51% |
| 3 Year | 19.16% | 18.26% |
| 5 Year | 17.04% | 16.12% |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | 5.5% | 1.4% |
| 1 Year | 22.68% | 13.28% |
| 3 Year | 18.63% | 14.11% |
| 5 Year | 16.12% | 14.62% |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Year | 15.8% | 15.34% |
| 3 Year | 15.44% | 17.56% |
| 5 Year | 16.84% | 19.61% |
Risk Management
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.03% | 14.19% |
| Sharp | 1.03% | 0.64% |
| Beta | 0.73% | 0.99% |
| Alpha | 3.76% | 0.55% |
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 | 31.97 | 17.22 |
| Mid Cap | 27.14 | 24.67 |
| Large Cap | 35.96 | 43.83 |
| Small Cap | 4.93 | 14.28 |
Sector Allocation
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 4.43 | 6.89 |
| Communication Services | 13.54 | - |
| Consumer Cyclical | 16.55 | 14.26 |
| Basic Materials | 9.26 | 2.2 |
| Financial Services | 31.7 | 34.98 |
| Industrials | 1.57 | 15.68 |
| Consumer Defensive | 4.95 | 4.9 |
| Healthcare | 4.23 | 9.52 |
| Utilities | 9.47 | - |
| Technology | 4.3 | 8.75 |
| Energy | - | 2.82 |
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