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SBI Focused Equity Fund vs HDFC Focused 30 Fund compare

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tortoise-icon HDFC Focused Fund - GROWTH PLAN

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tortoise-icon SBI Focused 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 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) ₹23533 Cr ₹38917 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 2.2% 3.94%
6 Month 7.66% 11.1%
1 Year 9.77% 11.68%
3 Year 21.66% 16.25%
5 Year 29.22% 20.17%

SIP Return Analysis

Scheme Name HDFC Focused Fund - GROWTH PLAN SBI Focused Fund - Regular Plan -Growth
6 Month 1.71% 1.79%
1 Year 11.91% 12.06%
3 Year 18.87% 14.94%
5 Year 21.48% 14%

Rolling Lumpsum Returns

Scheme Name HDFC Focused Fund - GROWTH PLAN SBI Focused Fund - Regular Plan -Growth
1 Year 15.12% 16.06%
3 Year 13.07% 15.34%
5 Year 12.21% 16.74%

Risk Management

Scheme Name HDFC Focused Fund - GROWTH PLAN SBI Focused Fund - Regular Plan -Growth
Standard Deviation 9.92% 12.03%
Sharp 1.44% 0.86%
Beta 0.73% 0.7%
Alpha 7.47% 1.7%

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 14.42 20.81
Small Cap 13.07 7.11
Large Cap 69.31 42.86
Mid Cap 3.2 29.22

Sector Allocation

Scheme Name

HDFC Focused Fund - GROWTH PLAN

SBI Focused Fund - Regular Plan -Growth

Others 11.95 4.56
Financial Services 38.99 31.11
Real Estate 2.47 -
Industrials 4.66 4.4
Healthcare 7.5 2.59
Consumer Cyclical 22.88 20.32
Basic Materials 2.65 9.75
Communication Services 2.39 12.47
Utilities 2.26 5.59
Technology 4.24 3.78
Consumer Defensive - 5.43

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