- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹1825 Cr | ₹1686 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 | 1.43% | 0.54% |
| 6 Month | 9.7% | 15.24% |
| 1 Year | -2.39% | 2.31% |
| 3 Year | 15.84% | 16.76% |
| 5 Year | 20.33% | 20.18% |
SIP Return Analysis
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | 4.28% | 5.8% |
| 1 Year | 2.71% | 6.17% |
| 3 Year | 13.36% | 15.2% |
| 5 Year | 14.78% | 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 | 13.16% | 14.43% |
| Sharp | 0.73% | 0.73% |
| Beta | 0.93% | 0.98% |
| Alpha | 0.20% | 0.75% |
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 | 9.79 | 13.32 |
| Large Cap | 56.53 | 41.24 |
| Small Cap | 18.27 | 18.77 |
| Mid Cap | 15.42 | 26.67 |
Sector Allocation
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 9.79 | 4.82 |
| Energy | 4.24 | 2.86 |
| Technology | 13.58 | 7.55 |
| Consumer Cyclical | 9.41 | 13.4 |
| Industrials | 7.99 | 14.91 |
| Consumer Defensive | 1.93 | 2.99 |
| Financial Services | 26.76 | 39.67 |
| Healthcare | 15.33 | 9.44 |
| Basic Materials | 2.36 | 4.37 |
| Real Estate | 1.78 | - |
| Utilities | 6.83 | - |
Top Comparisons
ICICI Prudential Equity Arbitrage Fund - Growth
3Y Returns7.02%
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
3Y Returns6.94%
Nippon India Dynamic Bond Fund-Growth Plan-Growth Option
3Y Returns7.64%
UTI Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns6.91%
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
3Y Returns8.98%
HSBC Conservative Hybrid Fund - Regular Growth
3Y Returns10.05%
Axis Balanced Advantage Fund - Regular Plan - Growth
3Y Returns13.38%
Quant Dynamic Asset Allocation Fund Regular - Growth
3Y Returns0%
