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) | ₹37936 Cr | ₹1686 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 | -0.33% | 1.3% |
6 Month | 9.73% | 14.36% |
1 Year | 7.07% | 2.37% |
3 Year | 14.67% | 16.72% |
5 Year | 18.95% | 20.22% |
SIP Return Analysis
Scheme Name | SBI Focused Fund - Regular Plan -Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
6 Month | 3.33% | 5.8% |
1 Year | 8.38% | 6.17% |
3 Year | 15.3% | 15.2% |
5 Year | 14.58% | 15.39% |
Rolling Lumpsum Returns
Scheme Name | SBI Focused Fund - Regular Plan -Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Year | 16.19% | 17.78% |
3 Year | 15.37% | 18.03% |
5 Year | 16.68% | 20.39% |
Risk Management
Scheme Name | SBI Focused Fund - Regular Plan -Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.03% | 14.43% |
Sharp | 0.92% | 0.73% |
Beta | 0.69% | 0.98% |
Alpha | 1.81% | 0.75% |
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 | 21.43 | 13.32 |
Mid Cap | 30.8 | 26.67 |
Large Cap | 40.48 | 41.24 |
Small Cap | 7.3 | 18.77 |
Sector Allocation
Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 5.91 | 4.82 |
Communication Services | 11.51 | - |
Consumer Cyclical | 20.85 | 13.4 |
Basic Materials | 10.48 | 4.37 |
Financial Services | 31.27 | 39.67 |
Industrials | 4.92 | 14.91 |
Consumer Defensive | 5.55 | 2.99 |
Healthcare | 3.08 | 9.44 |
Utilities | 2.42 | - |
Technology | 4 | 7.55 |
Energy | - | 2.86 |
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