SBI Focused Equity Fund vs HSBC Focused Fund compare
SBI Focused Equity Fund - Regular Plan -Growth
HSBC Focused Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
Fund | SBI Focused Equity Fund - Regular Plan -Growth | HSBC Focused Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹34678 Cr | ₹1628 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 Equity Fund - Regular Plan -Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Month | 4.12% | 4.83% |
6 Month | 5.17% | -1.87% |
1 Year | 13.16% | 6.54% |
3 Year | 17.5% | 19.5% |
5 Year | 22.26% | - |
SIP Return Analysis
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
6 Month | 2.21% | -3.01% |
1 Year | 2.37% | -10.52% |
3 Year | 14.84% | 11.94% |
5 Year | 14.73% | - |
Rolling Lumpsum Returns
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Year | 16.6% | 21.56% |
3 Year | 15.37% | 18.11% |
5 Year | 16.58% | - |
Risk Management
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.03% | 16.134% |
Sharp | 0.65% | 0.335% |
Beta | 0.72% | 1.037% |
Alpha | 0.76% | -1.531% |
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Fund Managers
Scheme Name | SBI Focused Equity 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 Equity Fund - Regular Plan -Growth | HSBC Focused Fund - Regular Growth |
Market Cap
Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 18.92 | 11.94 |
Large Cap | 44.17 | 32.27 |
Small Cap | 8.17 | 35.21 |
Mid Cap | 28.74 | 20.59 |
Sector Allocation
Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 18.92 | 9.93 |
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 | - |
Technology | - | 12.64 |
Consumer Cyclical | - | 9.48 |
Healthcare | - | 13.33 |
Consumer Defensive | - | 3.03 |
Basic Materials | - | 5.42 |
Financial Services | - | 26.78 |
Industrials | - | 16.16 |
Energy | - | 3.23 |
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