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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) | ₹1881 Cr | ₹1723 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 | -0.69% | 0.66% |
| 6 Month | 2.94% | 4.33% |
| 1 Year | -2.32% | -1.83% |
| 3 Year | 13.91% | 16.3% |
| 5 Year | 16.25% | 15.73% |
SIP Return Analysis
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.17% | 1.91% |
| 1 Year | 13.17% | 15.01% |
| 3 Year | 12.51% | 14.14% |
| 5 Year | 13.63% | 14.38% |
Rolling Lumpsum Returns
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Year | 16.84% | 15.34% |
| 3 Year | 18.29% | 17.56% |
| 5 Year | 19.98% | 19.61% |
Risk Management
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.46% | 14.19% |
| Sharp | 0.59% | 0.64% |
| Beta | 0.90% | 0.99% |
| Alpha | -0.41% | 0.55% |
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 | 7.53 | 17.22 |
| Large Cap | 71.56 | 43.83 |
| Small Cap | 9.81 | 14.28 |
| Mid Cap | 11.1 | 24.67 |
Sector Allocation
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 5.77 | 6.89 |
| Energy | 4.63 | 2.82 |
| Technology | 12.83 | 8.75 |
| Industrials | 9.29 | 15.68 |
| Consumer Defensive | 1.84 | 4.9 |
| Financial Services | 27.61 | 34.98 |
| Healthcare | 12.97 | 9.52 |
| Basic Materials | 6.64 | 2.2 |
| Consumer Cyclical | 10.1 | 14.26 |
| Real Estate | 2.86 | - |
| Utilities | 5.47 | - |
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