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) | ₹1656 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 | 1.13% | 1.18% |
| 6 Month | 8.65% | 5.82% |
| 1 Year | 2.34% | -1.72% |
| 3 Year | 17.15% | 15.38% |
| 5 Year | 19.4% | 21.09% |
SIP Return Analysis
| Scheme Name | HSBC Focused Fund - Regular Growth | Quant Focused Fund-Growth |
|---|---|---|
| 6 Month | 3.2% | 1.35% |
| 1 Year | 13.27% | 7.2% |
| 3 Year | 15.5% | 11.17% |
| 5 Year | 15.37% | 13.91% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Focused Fund - Regular Growth | Quant Focused Fund-Growth |
|---|---|---|
| 1 Year | 16.69% | 13.74% |
| 3 Year | 17.82% | 17.07% |
| 5 Year | 19.88% | 16.07% |
Risk Management
| Scheme Name | HSBC Focused Fund - Regular Growth | Quant Focused Fund-Growth |
|---|---|---|
| Standard Deviation | 14.35% | 15.933% |
| Sharp | 0.71% | 0.641% |
| Beta | 1.00% | 1.052% |
| Alpha | 0.83% | 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 | 11.63 | 30.53 |
| Large Cap | 45.82 | 62.21 |
| Small Cap | 17.03 | 7.26 |
| Mid Cap | 25.52 | 0 |
Sector Allocation
| Scheme Name |
HSBC Focused Fund - Regular Growth |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 3.13 | 26.78 |
| Technology | 7.77 | 2.34 |
| Consumer Cyclical | 16.08 | 3.7 |
| Healthcare | 9.43 | 6.78 |
| Consumer Defensive | 5.21 | - |
| Financial Services | 34.76 | 27.66 |
| Basic Materials | 2.56 | - |
| Industrials | 18.17 | 8.87 |
| Energy | 2.89 | 9.27 |
| Utilities | - | 7.95 |
| Real Estate | - | 6.67 |
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