SBI Focused Equity Fund vs HDFC Focused 30 Fund compare

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HDFC Focused Fund - GROWTH PLAN

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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)	₹25140 Cr	₹40824 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

Scheme Name	HDFC Focused Fund - GROWTH PLAN	SBI Focused Fund - Regular Plan -Growth
1 Month	0.75%	2.7%
6 Month	6.67%	9.72%
1 Year	8.36%	13.36%
3 Year	20.3%	16.87%
5 Year	25.76%	17.37%

Scheme Name	HDFC Focused Fund - GROWTH PLAN	SBI Focused Fund - Regular Plan -Growth
6 Month	3.28%	6.1%
1 Year	16.64%	23.61%
3 Year	19.59%	18.46%
5 Year	21.53%	15.85%

Scheme Name	HDFC Focused Fund - GROWTH PLAN	SBI Focused Fund - Regular Plan -Growth
1 Year	14.91%	15.84%
3 Year	13.3%	15.42%
5 Year	12.35%	16.84%

Scheme Name	HDFC Focused Fund - GROWTH PLAN	SBI Focused Fund - Regular Plan -Growth
Standard Deviation	9.78%	12.03%
Sharp	1.40%	1.03%
Beta	0.72%	0.73%
Alpha	6.95%	3.76%

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

Scheme Name	HDFC Focused Fund - GROWTH PLAN	SBI Focused Fund - Regular Plan -Growth
Others	14.67	14.6
Small Cap	12.5	10.4
Large Cap	69.27	53.09
Mid Cap	3.56	21.91

Scheme Name	HDFC Focused Fund - GROWTH PLAN	SBI Focused Fund - Regular Plan -Growth
Others	12.73	14.6
Financial Services	39.92	-
Real Estate	1.94	-
Industrials	4.92	-
Healthcare	7.07	-
Consumer Cyclical	21.45	-
Basic Materials	2.33	-
Communication Services	2.45	-
Utilities	2.75	-
Technology	4.45	-
Telecom - Services	-	4.99
Retailing	-	4.34
Consumer Durables	-	3.26
Banks	-	16.68
Automobiles	-	2.92
Cement & Cement Products	-	2.57
Auto Components	-	6.42
Electrical Equipment	-	1.81
Personal Products	-	2.94
Finance	-	15.14
Chemicals & Petrochemicals	-	3.74
Pharmaceuticals & Biotechnology	-	2.92
Food Products	-	2.49
Textiles & Apparels	-	1.92
Leisure Services	-	3.08
Power	-	10.18