- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 1 Month | -0.19% | 2.12% |
| 6 Month | 6.07% | 11.43% |
| 1 Year | 12.45% | 15.71% |
| 3 Year | 21.49% | 17.33% |
| 5 Year | 26.68% | 18.03% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | 2.72% | 4.97% |
| 1 Year | 15.13% | 20.07% |
| 3 Year | 20.06% | 17.94% |
| 5 Year | 22.11% | 15.74% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 14.99% | 15.88% |
| 3 Year | 13.28% | 15.39% |
| 5 Year | 12.33% | 16.81% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 9.78% | 12.03% |
| Sharp | 1.40% | 0.94% |
| Beta | 0.72% | 0.72% |
| Alpha | 6.95% | 2.32% |
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 | 14.67 | 29.25 |
| Small Cap | 12.5 | 5.92 |
| Large Cap | 69.27 | 36.62 |
| Mid Cap | 3.56 | 28.21 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Others | 12.73 | 3.34 |
| Financial Services | 39.92 | 31.82 |
| Real Estate | 1.94 | - |
| Industrials | 4.92 | 1.81 |
| Healthcare | 7.07 | 3.17 |
| Consumer Cyclical | 21.45 | 17.84 |
| Basic Materials | 2.33 | 9.56 |
| Communication Services | 2.45 | 12.93 |
| Utilities | 2.75 | 10.18 |
| Technology | 4.45 | 3.91 |
| Consumer Defensive | - | 5.44 |
Top Comparisons
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
3Y Returns9.25%
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns8.18%
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option
3Y Returns12.88%
Edelweiss Asean Equity Off-shore Fund - Regular Plan - Growth Option
3Y Returns9.72%
INVESCO INDIA LOW DURATION FUND - Regular - Growth
3Y Returns6.59%
Canara Robeco Savings Fund - Regular Plan - Growth Option
3Y Returns7.24%
Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan
3Y Returns13.56%
BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth
3Y Returns14.38%
