SBI Focused Equity Fund vs HDFC Focused 30 Fund compare
HDFC Focused 30 Fund - GROWTH PLAN
SBI Focused Equity Fund - Regular Plan -Growth
Chart Comparison
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 |
Trailing Lumpsum Returns
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% |
SIP Return Analysis
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% |
Rolling Lumpsum Returns
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% |
Risk Management
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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Fund Managers
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 |
Market Cap
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 |
Sector Allocation
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 |
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