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SBI Focused Equity Fund vs HSBC Focused Fund compare

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tortoise-icon SBI Focused Fund - Regular Plan -Growth

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tortoise-icon 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) ₹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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