Quant Focused Fund vs HSBC Focused Fund compare
HSBC Focused Fund - Regular Growth
Quant Focused Fund-Growth
Chart Comparison
Overview
| Scheme Name | HSBC Focused Fund - Regular Growth | Quant Focused Fund-Growth |
|---|---|---|
| Fund | HSBC Focused Fund - Regular Growth | Quant Focused Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1723 Cr | ₹1064 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 22 Jul 2020 | 29 Aug 2008 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 95% | % |
| Expense Ratio | 2.09 | 2.18 |
| Manager | Cheenu Gupta | Sanjeev Sharma |
| ISIN Code | INF336L01PE6 | INF966L01374 |
| Exits Load | HSBC Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Focused Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Focused Fund - Regular Growth | Quant Focused Fund-Growth |
|---|---|---|
| 1 Month | 0.64% | -0.72% |
| 6 Month | 4.56% | 0.34% |
| 1 Year | -1.91% | -0.81% |
| 3 Year | 15.98% | 13.14% |
| 5 Year | 16.36% | 17.5% |
SIP Return Analysis
| Scheme Name | HSBC Focused Fund - Regular Growth | Quant Focused Fund-Growth |
|---|---|---|
| 6 Month | 1.91% | 1.19% |
| 1 Year | 15.01% | 9.37% |
| 3 Year | 14.14% | 10.02% |
| 5 Year | 14.38% | 12.69% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Focused Fund - Regular Growth | Quant Focused Fund-Growth |
|---|---|---|
| 1 Year | 15.59% | 13.6% |
| 3 Year | 17.62% | 16.87% |
| 5 Year | 19.65% | 16.18% |
Risk Management
| Scheme Name | HSBC Focused Fund - Regular Growth | Quant Focused Fund-Growth |
|---|---|---|
| Standard Deviation | 14.19% | 15.933% |
| Sharp | 0.64% | 0.641% |
| Beta | 0.99% | 1.052% |
| Alpha | 0.55% | 1.751% |
Fund Managers
| Scheme Name | HSBC Focused Fund - Regular Growth | Quant Focused Fund-Growth |
|---|---|---|
| Name | Cheenu Gupta | Sanjeev Sharma |
| Total AUM | ₹0 Cr | ₹39731 Cr |
| Funds Managed | 9 | 22 |
| HSBC Focused Fund - Regular Growth | Quant Focused Fund-Growth |
Market Cap
| Scheme Name |
HSBC Focused Fund - Regular Growth |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 13.82 | 27.88 |
| Large Cap | 44.6 | 64.16 |
| Small Cap | 16.5 | 7.96 |
| Mid Cap | 25.07 | - |
Sector Allocation
| Scheme Name |
HSBC Focused Fund - Regular Growth |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 5.53 | 24.39 |
| Technology | 8.09 | 1.43 |
| Consumer Cyclical | 15.43 | 3.79 |
| Healthcare | 9.64 | 6.71 |
| Consumer Defensive | 4.94 | - |
| Financial Services | 34.38 | 21.92 |
| Basic Materials | 2.48 | - |
| Industrials | 16.53 | 9.77 |
| Energy | 2.99 | 9.17 |
| Utilities | - | 15.76 |
| Real Estate | - | 7.07 |
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