HSBC Focused Fund vs Tata Focused Equity Fund compare

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Tata Focused Fund-Regular Plan-Growth

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HSBC Focused Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹1796 Cr	₹1666 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

Scheme Name	Tata Focused Fund-Regular Plan-Growth	HSBC Focused Fund - Regular Growth
1 Month	3.91%	3.35%
6 Month	-2.3%	-3.53%
1 Year	-0.25%	5.44%
3 Year	19.93%	21.46%
5 Year	22.23%	-

Scheme Name	Tata Focused Fund-Regular Plan-Growth	HSBC Focused Fund - Regular Growth
6 Month	7.96%	10.5%
1 Year	5.2%	9.96%
3 Year	15.45%	17.4%
5 Year	16.34%	-

Scheme Name	Tata Focused Fund-Regular Plan-Growth	HSBC Focused Fund - Regular Growth
1 Year	20.84%	19.18%
3 Year	18.86%	17.81%
5 Year	19.02%	-

Scheme Name	Tata Focused Fund-Regular Plan-Growth	HSBC Focused Fund - Regular Growth
Standard Deviation	13.69%	15.56%
Sharp	0.93%	0.93%
Beta	0.93%	1.03%
Alpha	-0.56%	-0.12%

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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

Scheme Name	Tata Focused Fund-Regular Plan-Growth	HSBC Focused Fund - Regular Growth
Others	8.09	11.77
Large Cap	58.66	41.48
Small Cap	17.77	21.57
Mid Cap	15.48	25.18

Scheme Name	Tata Focused Fund-Regular Plan-Growth	HSBC Focused Fund - Regular Growth
Others	8.09	6.97
Energy	4.4	2.87
Technology	14.36	7.72
Consumer Cyclical	11.58	12.54
Industrials	7.74	13.87
Consumer Defensive	1.83	2.82
Financial Services	28.45	37.2
Healthcare	12.69	10.7
Basic Materials	2.2	5.31
Real Estate	1.93	-
Utilities	6.75	-