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HSBC Focused Fund vs Tata Focused Equity Fund compare
Tata Focused Fund-Regular Plan-Growth
HSBC Focused Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Fund | Tata Focused Fund-Regular Plan-Growth | HSBC Focused Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹1819 Cr | ₹1656 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Dec 2019 | 22 Jul 2020 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 32.33% | 95% |
| Expense Ratio | 2.04 | 2.09 |
| Manager | Kapil Malhotra | Cheenu Gupta |
| ISIN Code | INF277K010Y2 | INF336L01PE6 |
| Exits Load | Tata 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 | Tata Focused Fund-Regular Plan-Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Month | 2.14% | 1.8% |
| 6 Month | 7.01% | 11.05% |
| 1 Year | 0.78% | 1.77% |
| 3 Year | 14.82% | 16.1% |
| 5 Year | 20.13% | 19.65% |
SIP Return Analysis
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.92% | 0.91% |
| 1 Year | 5.83% | 9.19% |
| 3 Year | 11.33% | 13.34% |
| 5 Year | 13.25% | 14.07% |
Rolling Lumpsum Returns
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Year | 18.6% | 16.69% |
| 3 Year | 18.64% | 17.82% |
| 5 Year | 20.38% | 19.88% |
Risk Management
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.87% | 14.35% |
| Sharp | 0.73% | 0.71% |
| Beta | 0.93% | 1.00% |
| Alpha | 0.66% | 0.83% |
Fund Managers
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Name | Kapil Malhotra | Cheenu Gupta |
| Total AUM | ₹18472 Cr | ₹0 Cr |
| Funds Managed | 7 | 9 |
| Tata Focused Fund-Regular Plan-Growth | HSBC Focused Fund - Regular Growth |
Market Cap
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 9.03 | 11.63 |
| Large Cap | 58.64 | 45.82 |
| Small Cap | 15.38 | 17.03 |
| Mid Cap | 16.95 | 25.52 |
Sector Allocation
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 6.62 | 3.13 |
| Energy | 4.17 | 2.89 |
| Technology | 14.36 | 7.77 |
| Consumer Cyclical | 8.37 | 16.08 |
| Industrials | 10.69 | 18.17 |
| Consumer Defensive | 1.94 | 5.21 |
| Financial Services | 26.1 | 34.76 |
| Healthcare | 16.76 | 9.43 |
| Real Estate | 2.29 | - |
| Basic Materials | 2.36 | 2.56 |
| Utilities | 6.34 | - |
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