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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) | ₹1813 Cr | ₹1647 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% | 2.47% |
| 6 Month | 15.36% | 20.26% |
| 1 Year | -4.99% | -0.96% |
| 3 Year | 15.87% | 17.07% |
| 5 Year | 20.02% | 19.84% |
SIP Return Analysis
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.9% | 4.65% |
| 1 Year | 8.22% | 10.64% |
| 3 Year | 13.85% | 15.59% |
| 5 Year | 14.8% | 15.39% |
Rolling Lumpsum Returns
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Year | 19.73% | 17.78% |
| 3 Year | 18.87% | 18.03% |
| 5 Year | 21.71% | 20.39% |
Risk Management
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.13% | 14.57% |
| Sharp | 0.62% | 0.62% |
| Beta | 0.93% | 1.00% |
| Alpha | 0.77% | 1.10% |
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 | 6.52 | 13.86 |
| Large Cap | 60.55 | 42.56 |
| Small Cap | 16.22 | 18.03 |
| Mid Cap | 16.71 | 25.55 |
Sector Allocation
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 5.95 | 5.44 |
| Energy | 4.16 | 2.84 |
| Technology | 15.15 | 8.02 |
| Consumer Cyclical | 8.11 | 14.77 |
| Industrials | 10.15 | 14.56 |
| Consumer Defensive | 2.05 | 3.23 |
| Financial Services | 25.71 | 38.31 |
| Healthcare | 17.28 | 9.24 |
| Real Estate | 2.23 | - |
| Basic Materials | 2.45 | 3.6 |
| Utilities | 6.75 | - |
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