HSBC Focused Fund vs Tata Focused Equity Fund compare
Tata Focused Equity Fund-Regular Plan-Growth
HSBC Focused Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
Fund | Tata Focused Equity Fund-Regular Plan-Growth | HSBC Focused Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1739 Cr | ₹1628 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 Equity Fund-Regular Plan-Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Month | 2.8% | 2.1% |
6 Month | -6.14% | -7.75% |
1 Year | 4.18% | 0.87% |
3 Year | 14.56% | 14.04% |
5 Year | 22.3% | - |
SIP Return Analysis
Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
6 Month | -0.75% | -1.84% |
1 Year | -7.56% | -8.13% |
3 Year | 14.09% | 13.81% |
5 Year | 16.16% | - |
Rolling Lumpsum Returns
Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Year | 22.62% | 21.56% |
3 Year | 19.32% | 18.11% |
5 Year | 18.37% | - |
Risk Management
Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
Standard Deviation | 14.255% | 16.134% |
Sharp | 0.518% | 0.335% |
Beta | 0.995% | 1.037% |
Alpha | -0.625% | -1.531% |
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Fund Managers
Scheme Name | Tata Focused Equity 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 Equity Fund-Regular Plan-Growth | HSBC Focused Fund - Regular Growth |
Market Cap
Scheme Name |
Tata Focused Equity Fund-Regular Plan-Growth |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 4.77 | 11.94 |
Large Cap | 58.06 | 32.27 |
Small Cap | 20.69 | 35.21 |
Mid Cap | 16.49 | 20.59 |
Sector Allocation
Scheme Name |
Tata Focused Equity Fund-Regular Plan-Growth |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 4.77 | 9.93 |
Energy | 4.04 | 3.23 |
Consumer Cyclical | 16.91 | 9.48 |
Industrials | 13.18 | 16.16 |
Financial Services | 28.27 | 26.78 |
Healthcare | 7.4 | 13.33 |
Communication Services | 1.99 | - |
Basic Materials | 2.32 | 5.42 |
Real Estate | 2.06 | - |
Technology | 12.7 | 12.64 |
Utilities | 6.35 | - |
Consumer Defensive | - | 3.03 |
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