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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) | ₹21456 Cr | ₹37936 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 | 1.2% | 0.1% |
| 6 Month | 12.39% | 9.91% |
| 1 Year | 9.11% | 7.89% |
| 3 Year | 22.83% | 14.85% |
| 5 Year | 27.32% | 19.02% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | 3.46% | 3.33% |
| 1 Year | 9.68% | 8.38% |
| 3 Year | 20.39% | 15.3% |
| 5 Year | 22.9% | 14.58% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 15.45% | 16.19% |
| 3 Year | 12.91% | 15.37% |
| 5 Year | 12.12% | 16.68% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 10.15% | 12.03% |
| Sharp | 1.51% | 0.92% |
| Beta | 0.73% | 0.69% |
| Alpha | 7.98% | 1.81% |
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 | 14.69 | 21.43 |
| Small Cap | 13.81 | 7.3 |
| Large Cap | 68.25 | 40.48 |
| Mid Cap | 3.25 | 30.8 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Others | 11.94 | 5.91 |
| Financial Services | 39.52 | 31.27 |
| Real Estate | 2.76 | - |
| Industrials | 4.51 | 4.92 |
| Healthcare | 8.01 | 3.08 |
| Consumer Cyclical | 23.11 | 20.85 |
| Basic Materials | 2.8 | 10.48 |
| Communication Services | 2.68 | 11.51 |
| Utilities | 0.58 | 2.42 |
| Technology | 4.1 | 4 |
| Consumer Defensive | - | 5.55 |
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