SBI Focused Equity Fund vs HSBC Focused Fund compare
SBI Focused Equity Fund - Regular Plan -Growth
HSBC Focused Fund - Regular Growth
Chart Comparison
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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