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)	₹38917 Cr	₹1656 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	2.2%	0.05%
6 Month	10.6%	9.9%
1 Year	9.91%	-0.59%
3 Year	16.1%	15.5%
5 Year	18.84%	18.13%

Scheme Name	SBI Focused Fund - Regular Plan -Growth	HSBC Focused Fund - Regular Growth
6 Month	5.54%	3.13%
1 Year	20.22%	12.96%
3 Year	17.85%	14.93%
5 Year	15.56%	14.93%

Scheme Name	SBI Focused Fund - Regular Plan -Growth	HSBC Focused Fund - Regular Growth
1 Year	16.06%	16.69%
3 Year	15.34%	17.82%
5 Year	16.74%	19.88%

Scheme Name	SBI Focused Fund - Regular Plan -Growth	HSBC Focused Fund - Regular Growth
Standard Deviation	12.03%	14.21%
Sharp	0.86%	0.67%
Beta	0.7%	0.99%
Alpha	1.7%	0.20%

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	15.21	11.63
Large Cap	55.01	45.82
Mid Cap	22.66	25.52
Small Cap	7.12	17.03

Scheme Name	SBI Focused Fund - Regular Plan -Growth	HSBC Focused Fund - Regular Growth
Others	15.21	3.13
Telecom - Services	4.7	-
Retailing	4.46	-
Consumer Durables	4.35	-
Banks	20.42	-
Automobiles	3.42	-
Cement & Cement Products	2.78	-
Auto Components	6.88	-
Electrical Equipment	1.87	-
Personal Products	3.27	-
Chemicals & Petrochemicals	3.77	-
Pharmaceuticals & Biotechnology	2.59	-
Finance	10.69	-
Food Products	2.16	-
Transport Infrastructure	2.52	-
Textiles & Apparels	1.99	-
Leisure Services	3.33	-
Power	5.59	-
Technology	-	7.77
Consumer Cyclical	-	16.08
Healthcare	-	9.43
Consumer Defensive	-	5.21
Financial Services	-	34.76
Basic Materials	-	2.56
Industrials	-	18.17
Energy	-	2.89