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SBI Focused Equity Fund vs HDFC Focused 30 Fund compare
HDFC Focused Fund - GROWTH PLAN
SBI Focused Fund - Regular Plan -Growth
Chart Comparison
Overview
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Fund | HDFC Focused Fund - GROWTH PLAN | SBI Focused Fund - Regular Plan -Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹26537 Cr | ₹43173 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 Fund - GROWTH PLAN | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 1 Month | -1.58% | -2.12% |
| 6 Month | 1.73% | 6.14% |
| 1 Year | 12.49% | 16.13% |
| 3 Year | 20.37% | 18.73% |
| 5 Year | 23.09% | 16.03% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | 0.51% | 2.97% |
| 1 Year | 10.2% | 17.11% |
| 3 Year | 17.19% | 16.41% |
| 5 Year | 20.09% | 14.87% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 14.76% | 15.82% |
| 3 Year | 13.4% | 15.47% |
| 5 Year | 12.4% | 16.84% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 11.38% | 12.03% |
| Sharp | 1.48% | 1.12% |
| Beta | 0.71% | 0.73% |
| Alpha | 6.46% | 3.87% |
Fund Managers
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Name | Dhruv Muchhal | Pradeep Kesavan |
| Total AUM | ₹520687 Cr | ₹434274 Cr |
| Funds Managed | 40 | 43 |
| HDFC Focused Fund - GROWTH PLAN | SBI Focused Fund - Regular Plan -Growth |
Market Cap
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Others | 15.31 | 36.93 |
| Small Cap | 11.58 | 4.83 |
| Large Cap | 69.43 | 35.69 |
| Mid Cap | 3.68 | 22.55 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Others | 13.56 | 7.42 |
| Financial Services | 40.71 | 31.25 |
| Industrials | 5.25 | 1.61 |
| Healthcare | 6.49 | 4.47 |
| Consumer Cyclical | 20.44 | 16.74 |
| Basic Materials | 2.17 | 6.52 |
| Real Estate | 1.75 | - |
| Communication Services | 2.38 | 13.57 |
| Utilities | 2.69 | 9.37 |
| Technology | 4.56 | 4.27 |
| Consumer Defensive | - | 4.79 |
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