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SBI Focused Equity Fund vs HSBC Focused Fund compare
SBI Focused Fund - Regular Plan -Growth
HSBC Focused Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Fund | SBI Focused Fund - Regular Plan -Growth | HSBC Focused Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹38917 Cr | ₹1656 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 08 Oct 2004 | 22 Jul 2020 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 TRI | NIFTY 500 TRI |
| Turn Over | 12% | 95% |
| Expense Ratio | 1.57 | 2.09 |
| Manager | Pradeep Kesavan | Cheenu Gupta |
| ISIN Code | INF200K01370 | INF336L01PE6 |
| Exits Load | 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 | HSBC Focused 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 | SBI Focused Fund - Regular Plan -Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Month | 2.2% | 0.16% |
| 6 Month | 10.12% | 9.52% |
| 1 Year | 10.37% | 0.37% |
| 3 Year | 16.03% | 15.43% |
| 5 Year | 18.81% | 18.19% |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | 5.54% | 3.13% |
| 1 Year | 20.22% | 12.96% |
| 3 Year | 17.85% | 14.93% |
| 5 Year | 15.56% | 14.93% |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Year | 16.06% | 16.69% |
| 3 Year | 15.34% | 17.82% |
| 5 Year | 16.74% | 19.88% |
Risk Management
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.03% | 14.21% |
| Sharp | 0.86% | 0.67% |
| Beta | 0.7% | 0.99% |
| Alpha | 1.7% | 0.20% |
Fund Managers
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Name | Pradeep Kesavan | Cheenu Gupta |
| Total AUM | ₹434274 Cr | ₹0 Cr |
| Funds Managed | 43 | 9 |
| SBI Focused Fund - Regular Plan -Growth | HSBC Focused Fund - Regular Growth |
Market Cap
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 20.81 | 11.63 |
| Mid Cap | 29.22 | 25.52 |
| Large Cap | 42.86 | 45.82 |
| Small Cap | 7.11 | 17.03 |
Sector Allocation
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 4.56 | 3.13 |
| Communication Services | 12.47 | - |
| Consumer Cyclical | 20.32 | 16.08 |
| Basic Materials | 9.75 | 2.56 |
| Financial Services | 31.11 | 34.76 |
| Industrials | 4.4 | 18.17 |
| Consumer Defensive | 5.43 | 5.21 |
| Healthcare | 2.59 | 9.43 |
| Utilities | 5.59 | - |
| Technology | 3.78 | 7.77 |
| Energy | - | 2.89 |
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