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 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 Fund - GROWTH PLAN	SBI Focused Equity Fund - Regular Plan -Growth
Fund	HDFC Focused Fund - GROWTH PLAN	SBI Focused Equity Fund - Regular Plan -Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹19578 Cr	₹37122 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 Equity Fund - Regular Plan -Growth
1 Month	2.65%	4.18%
6 Month	7.63%	9.07%
1 Year	10.89%	10.23%
3 Year	27.72%	19.97%
5 Year	29.66%	21.15%

Scheme Name	HDFC Focused Fund - GROWTH PLAN	SBI Focused Equity Fund - Regular Plan -Growth
6 Month	8.72%	9.63%
1 Year	15.72%	17.48%
3 Year	24.27%	19.1%
5 Year	25.54%	17.11%

Scheme Name	HDFC Focused Fund - GROWTH PLAN	SBI Focused Equity Fund - Regular Plan -Growth
1 Year	15.65%	16.38%
3 Year	12.76%	15.32%
5 Year	12.06%	16.61%

Scheme Name	HDFC Focused Fund - GROWTH PLAN	SBI Focused Equity Fund - Regular Plan -Growth
Standard Deviation	11.27%	12.03%
Sharp	1.47%	0.91%
Beta	0.76%	0.71%
Alpha	7.99%	1.58%

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Scheme Name	HDFC Focused 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 Fund - GROWTH PLAN	SBI Focused Equity Fund - Regular Plan -Growth

Scheme Name	HDFC Focused Fund - GROWTH PLAN	SBI Focused Equity Fund - Regular Plan -Growth
Others	16.06	16.74
Small Cap	13.92	7.62
Large Cap	66.22	45.61
Mid Cap	3.81	30.03

Scheme Name	HDFC Focused Fund - GROWTH PLAN	SBI Focused Equity Fund - Regular Plan -Growth
Others	13.91	16.74
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	-	5.49
Retailing	-	1.79
Banks	-	23.11
Automobiles	-	3.24
Cement & Cement Products	-	3.05
Auto Components	-	7.6
Consumer Durables	-	1.14
Electrical Equipment	-	2.1
Personal Products	-	3.76
Chemicals & Petrochemicals	-	5.12
Pharmaceuticals & Biotechnology	-	3.63
Finance	-	9.08
Food Products	-	2.26
Transport Infrastructure	-	2.36
Textiles & Apparels	-	2.4
Leisure Services	-	4.14
Power	-	2.99