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	2.07%	2.1%
6 Month	-0.06%	-7.75%
1 Year	9.36%	0.87%
3 Year	13.8%	14.04%
5 Year	20.57%	-

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	HSBC Focused Fund - Regular Growth
6 Month	2.86%	-1.84%
1 Year	3.76%	-8.13%
3 Year	15.99%	13.81%
5 Year	15.77%	-

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	0.39%	0.335%
Beta	0.73%	1.037%
Alpha	-0.42%	-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	23.8	11.94
Small Cap	8.33	35.21
Large Cap	38.05	32.27
Mid Cap	29.82	20.59

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	HSBC Focused Fund - Regular Growth
Others	5.74	9.93
Communication Services	9.72	-
Consumer Cyclical	19.18	9.48
Financial Services	31.96	26.78
Basic Materials	6.93	5.42
Industrials	5.04	16.16
Consumer Defensive	6.57	3.03
Healthcare	7.85	13.33
Utilities	2.68	-
Technology	4.32	12.64
Energy	-	3.23