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) | ₹14146 Cr | ₹1723 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 | 0.56% | 0.63% |
| 6 Month | 5.05% | 2.19% |
| 1 Year | 16.4% | 2.11% |
| 3 Year | 22.8% | 16.86% |
| 5 Year | 20.57% | 14.56% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.63% | 1.69% |
| 1 Year | 18.69% | 12.92% |
| 3 Year | 20.12% | 12.82% |
| 5 Year | 19.99% | 13.72% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.54% | 15.02% |
| 3 Year | 14.19% | 17.55% |
| 5 Year | 13.64% | 19.53% |
Risk Management
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.29% | 13.87% |
| Sharp | 1.25% | 0.77% |
| Beta | 0.91% | 0.98% |
| Alpha | 6.61% | 1.18% |
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 | 6.54 | 17.22 |
| Large Cap | 75.92 | 43.83 |
| Mid Cap | 17.54 | 24.67 |
| Small Cap | - | 14.28 |
Sector Allocation
| Scheme Name |
ICICI Prudential Focused Equity Fund - Growth |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 2.52 | 6.89 |
| Energy | 2.91 | 2.82 |
| Technology | 11.19 | 8.75 |
| Consumer Cyclical | 14.72 | 14.26 |
| Industrials | 5.81 | 15.68 |
| Financial Services | 27.47 | 34.98 |
| Healthcare | 7.67 | 9.52 |
| Basic Materials | 5.61 | 2.2 |
| Consumer Defensive | 6.96 | 4.9 |
| Real Estate | 5.02 | - |
| Communication Services | 7.04 | - |
| Utilities | 3.08 | - |
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