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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) | ₹26230 Cr | ₹42773 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 | -0.45% | 2.38% |
| 6 Month | 4.86% | 10.42% |
| 1 Year | 10.88% | 15.84% |
| 3 Year | 21.94% | 19.21% |
| 5 Year | 24.74% | 17.27% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | 0.33% | 5.5% |
| 1 Year | 10.39% | 22.68% |
| 3 Year | 18.03% | 18.63% |
| 5 Year | 20.82% | 16.12% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 14.87% | 15.8% |
| 3 Year | 13.34% | 15.44% |
| 5 Year | 12.39% | 16.84% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 9.72% | 12.03% |
| Sharp | 1.31% | 1.03% |
| Beta | 0.72% | 0.73% |
| Alpha | 6.50% | 3.76% |
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 | 15.92 | 31.97 |
| Small Cap | 11.69 | 4.93 |
| Large Cap | 68.6 | 35.96 |
| Mid Cap | 3.78 | 27.14 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Others | 14.07 | 4.43 |
| Financial Services | 40.05 | 31.7 |
| Industrials | 5.1 | 1.57 |
| Healthcare | 6.7 | 4.23 |
| Consumer Cyclical | 20.38 | 16.55 |
| Basic Materials | 2.05 | 9.26 |
| Real Estate | 1.86 | - |
| Communication Services | 2.4 | 13.54 |
| Utilities | 2.78 | 9.47 |
| Technology | 4.61 | 4.3 |
| Consumer Defensive | - | 4.95 |
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