SBI Focused Equity Fund vs HDFC Focused 30 Fund compare

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HDFC Focused 30 Fund - GROWTH PLAN

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SBI Focused Equity 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 30 Fund - GROWTH PLAN	SBI Focused Equity Fund - Regular Plan -Growth
Fund	HDFC Focused 30 Fund - GROWTH PLAN	SBI Focused Equity Fund - Regular Plan -Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹15688 Cr	₹34678 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 30 Fund - GROWTH PLAN	SBI Focused Equity Fund - Regular Plan -Growth
1 Month	5.54%	4.12%
6 Month	5.91%	5.17%
1 Year	18.06%	13.16%
3 Year	27.23%	17.5%
5 Year	32.18%	22.26%

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	SBI Focused Equity Fund - Regular Plan -Growth
6 Month	2.99%	2.21%
1 Year	4.74%	2.37%
3 Year	21.41%	14.84%
5 Year	24.09%	14.73%

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	SBI Focused Equity Fund - Regular Plan -Growth
1 Year	16.01%	16.6%
3 Year	12.6%	15.37%
5 Year	11.81%	16.58%

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	SBI Focused Equity Fund - Regular Plan -Growth
Standard Deviation	11.245%	12.03%
Sharp	1.3%	0.65%
Beta	0.756%	0.72%
Alpha	9.571%	0.76%

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Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	SBI Focused Equity Fund - Regular Plan -Growth
Name	Dhruv Muchhal	Pradeep Kesavan
Total AUM	₹520687 Cr	₹434274 Cr
Funds Managed	40	43
	HDFC Focused 30 Fund - GROWTH PLAN	SBI Focused Equity Fund - Regular Plan -Growth

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	SBI Focused Equity Fund - Regular Plan -Growth
Others	16.06	18.92
Small Cap	13.92	8.17
Large Cap	66.22	44.17
Mid Cap	3.81	28.74

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	SBI Focused Equity Fund - Regular Plan -Growth
Others	13.91	18.92
Communication Services	3.65	-
Financial Services	39.06	-
Industrials	3.31	-
Healthcare	10.65	-
Consumer Cyclical	20.08	-
Basic Materials	2.77	-
Technology	4.43	-
Real Estate	2.12	-
Consumer Defensive	0	-
Telecom - Services	-	5.14
Retailing	-	1.98
Banks	-	21.69
Automobiles	-	3.19
Cement & Cement Products	-	3.2
Auto Components	-	7.34
Consumer Durables	-	1.15
Electrical Equipment	-	2.37
Personal Products	-	3.67
Finance	-	9.39
Chemicals & Petrochemicals	-	4.47
Pharmaceuticals & Biotechnology	-	3.77
Food Products	-	2.46
Transport Infrastructure	-	2.35
Textiles & Apparels	-	2.3
Leisure Services	-	3.66
Power	-	2.95