ICICI Prudential Focused Equity Fund vs HSBC Focused Fund compare
ICICI Prudential Focused Equity Fund - Growth
HSBC Focused Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Fund | ICICI Prudential Focused Equity Fund - Growth | HSBC Focused Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹12909 Cr | ₹1656 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 28 May 2009 | 22 Jul 2020 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 78% | 95% |
| Expense Ratio | 1.75 | 2.09 |
| Manager | Sharmila D'mello | Cheenu Gupta |
| ISIN Code | INF109K01BZ4 | INF336L01PE6 |
| Exits Load | ICICI Prudential 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 | ICICI Prudential Focused Equity Fund - Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Month | 2.54% | 1.8% |
| 6 Month | 8.57% | 11.05% |
| 1 Year | 9.65% | 1.77% |
| 3 Year | 22.01% | 16.1% |
| 5 Year | 25.63% | 19.65% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.28% | 0.97% |
| 1 Year | 13.43% | 8.79% |
| 3 Year | 19.63% | 13.45% |
| 5 Year | 19.73% | 14.07% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.68% | 16.69% |
| 3 Year | 13.97% | 17.82% |
| 5 Year | 13.57% | 19.88% |
Risk Management
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.59% | 14.21% |
| Sharp | 1.14% | 0.67% |
| Beta | 0.91% | 0.99% |
| Alpha | 5.70% | 0.20% |
Fund Managers
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Name | Sharmila D'mello | Cheenu Gupta |
| Total AUM | ₹354743 Cr | ₹0 Cr |
| Funds Managed | 35 | 9 |
| ICICI Prudential Focused Equity Fund - Growth | HSBC Focused Fund - Regular Growth |
Market Cap
| Scheme Name |
ICICI Prudential Focused Equity Fund - Growth |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 5.91 | 11.63 |
| Large Cap | 78.3 | 45.82 |
| Mid Cap | 15.78 | 25.52 |
| Small Cap | - | 17.03 |
Sector Allocation
| Scheme Name |
ICICI Prudential Focused Equity Fund - Growth |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 1.67 | 3.13 |
| Energy | 3.46 | 2.89 |
| Technology | 8.19 | 7.77 |
| Industrials | 5.01 | 18.17 |
| Financial Services | 25.2 | 34.76 |
| Healthcare | 8.3 | 9.43 |
| Basic Materials | 10.82 | 2.56 |
| Consumer Cyclical | 15.11 | 16.08 |
| Consumer Defensive | 5.42 | 5.21 |
| Real Estate | 6.17 | - |
| Communication Services | 7.49 | - |
| Utilities | 3.15 | - |
Top Comparisons
SBI US Specific Equity Active FoF - Regular Plan - Growth
3Y Returns25.37%
Edelweiss Asean Equity Off-shore Fund - Regular Plan - Growth Option
3Y Returns11.88%
Motilal Oswal Nifty 500 Index Fund - Regular Plan
3Y Returns15.32%
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
3Y Returns17.56%
SBI Multi Asset Allocation Fund - Regular Plan - Growth
3Y Returns17.63%
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns20.28%
HSBC Dynamic Bond Fund - Regular Growth
3Y Returns7.07%
Axis Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns7.77%