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SBI Focused Equity Fund vs HSBC Focused Fund compare

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tortoise-icon SBI Focused Equity 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 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 2.86% 4.56%
6 Month 2.05% -5.93%
1 Year 8.33% 5.31%
3 Year 19.07% 21%
5 Year 21.04% -

SIP Return Analysis

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth HSBC Focused Fund - Regular Growth
6 Month 7.09% 8.36%
1 Year 11.2% 5.29%
3 Year 17.2% 16.48%
5 Year 16.02% -

Rolling Lumpsum Returns

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth HSBC Focused Fund - Regular Growth
1 Year 16.38% 19.18%
3 Year 15.32% 17.81%
5 Year 16.61% -

Risk Management

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth HSBC Focused Fund - Regular Growth
Standard Deviation 12.03% 16.134%
Sharp 0.91% 0.335%
Beta 0.71% 1.037%
Alpha 1.58% -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 16.74 11.94
Large Cap 45.61 32.27
Small Cap 7.62 35.21
Mid Cap 30.03 20.59

Sector Allocation

Scheme Name

SBI Focused Equity Fund - Regular Plan -Growth

HSBC Focused Fund - Regular Growth

Others 16.74 9.93
Telecom - Services 5.49 -
Retailing 1.79 -
Banks 23.11 -
Automobiles 3.24 -
Cement & Cement Products 3.05 -
Auto Components 7.6 -
Consumer Durables 1.14 -
Electrical Equipment 2.1 -
Personal Products 3.76 -
Chemicals & Petrochemicals 5.12 -
Pharmaceuticals & Biotechnology 3.63 -
Finance 9.08 -
Food Products 2.26 -
Transport Infrastructure 2.36 -
Textiles & Apparels 2.4 -
Leisure Services 4.14 -
Power 2.99 -
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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