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SBI Focused Equity Fund vs HDFC Focused 30 Fund compare

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tortoise-icon HDFC Focused 30 Fund - GROWTH PLAN

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tortoise-icon SBI Focused Equity Fund - Regular Plan -Growth

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Chart Comparison

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

Overview

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN SBI Focused Equity Fund - Regular Plan -Growth
Fund HDFC Focused 30 Fund - GROWTH PLAN SBI Focused Equity Fund - Regular Plan -Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹15688 Cr ₹34678 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 17 Sep 2004 08 Oct 2004
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI BSE 500 TRI
Turn Over 24.96% 12%
Expense Ratio 1.67 1.57
Manager Dhruv Muchhal Pradeep Kesavan
ISIN Code INF179K01574 INF200K01370
Exits Load HDFC Focused 30 Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 SBI Focused Equity 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 HDFC Focused 30 Fund - GROWTH PLAN SBI Focused Equity Fund - Regular Plan -Growth
1 Month 5.54% 4.12%
6 Month 5.91% 5.17%
1 Year 18.06% 13.16%
3 Year 27.23% 17.5%
5 Year 32.18% 22.26%

SIP Return Analysis

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN SBI Focused Equity Fund - Regular Plan -Growth
6 Month 2.99% 2.21%
1 Year 4.74% 2.37%
3 Year 21.41% 14.84%
5 Year 24.09% 14.73%

Rolling Lumpsum Returns

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN SBI Focused Equity Fund - Regular Plan -Growth
1 Year 16.01% 16.6%
3 Year 12.6% 15.37%
5 Year 11.81% 16.58%

Risk Management

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN SBI Focused Equity Fund - Regular Plan -Growth
Standard Deviation 11.245% 12.03%
Sharp 1.3% 0.65%
Beta 0.756% 0.72%
Alpha 9.571% 0.76%

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Fund Managers

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN SBI Focused Equity Fund - Regular Plan -Growth
Name Dhruv Muchhal Pradeep Kesavan
Total AUM ₹520687 Cr ₹434274 Cr
Funds Managed 40 43
HDFC Focused 30 Fund - GROWTH PLAN SBI Focused Equity Fund - Regular Plan -Growth

Market Cap

Scheme Name

HDFC Focused 30 Fund - GROWTH PLAN

SBI Focused Equity Fund - Regular Plan -Growth

Others 16.06 18.92
Small Cap 13.92 8.17
Large Cap 66.22 44.17
Mid Cap 3.81 28.74

Sector Allocation

Scheme Name

HDFC Focused 30 Fund - GROWTH PLAN

SBI Focused Equity Fund - Regular Plan -Growth

Others 13.91 18.92
Communication Services 3.65 -
Financial Services 39.06 -
Industrials 3.31 -
Healthcare 10.65 -
Consumer Cyclical 20.08 -
Basic Materials 2.77 -
Technology 4.43 -
Real Estate 2.12 -
Consumer Defensive 0 -
Telecom - Services - 5.14
Retailing - 1.98
Banks - 21.69
Automobiles - 3.19
Cement & Cement Products - 3.2
Auto Components - 7.34
Consumer Durables - 1.15
Electrical Equipment - 2.37
Personal Products - 3.67
Finance - 9.39
Chemicals & Petrochemicals - 4.47
Pharmaceuticals & Biotechnology - 3.77
Food Products - 2.46
Transport Infrastructure - 2.35
Textiles & Apparels - 2.3
Leisure Services - 3.66
Power - 2.95

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