SBI Focused Equity Fund vs HSBC Focused Fund compare

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SBI Focused Fund - Regular Plan -Growth

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HSBC Focused Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Scheme Name	SBI Focused Fund - Regular Plan -Growth	HSBC Focused Fund - Regular Growth
1 Month	2.39%	1.76%
6 Month	9%	9.06%
1 Year	10.88%	2.94%
3 Year	16.64%	17.11%
5 Year	20%	19.37%

Scheme Name	SBI Focused Fund - Regular Plan -Growth	HSBC Focused Fund - Regular Growth
6 Month	4.54%	3.2%
1 Year	18.34%	13.27%
3 Year	17.48%	15.5%
5 Year	15.47%	15.37%

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%

Scheme Name	SBI Focused Fund - Regular Plan -Growth	HSBC Focused Fund - Regular Growth
Standard Deviation	12.03%	14.35%
Sharp	0.86%	0.71%
Beta	0.7%	1.00%
Alpha	1.7%	0.83%

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

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

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