SBI Focused Equity Fund vs HSBC Focused Fund compare

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SBI Focused Equity 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 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

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%	-

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%	-

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%	-

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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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

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

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