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SBI Focused Equity Fund vs HSBC Focused Fund compare
SBI Focused Fund - Regular Plan -Growth
HSBC Focused Fund - Regular Growth
Chart Comparison
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) | ₹38610 Cr | ₹1721 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 | -3.73% | -0.66% |
| 6 Month | 4.39% | 6.45% |
| 1 Year | 2.95% | 0.89% |
| 3 Year | 14.9% | 16.68% |
| 5 Year | 19.42% | 20.12% |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | 7.42% | 8.21% |
| 1 Year | 14.73% | 6.36% |
| 3 Year | 17.62% | 15.81% |
| 5 Year | 15.99% | 15.83% |
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 | 1.21% | 0.73% |
| Beta | 0.7% | 1.03% |
| Alpha | 2.45% | -0.12% |
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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 | 15.47 | 13.64 |
| Large Cap | 53.41 | 41.41 |
| Mid Cap | 23.52 | 24.74 |
| Small Cap | 7.6 | 20.21 |
Sector Allocation
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 15.47 | 8.51 |
| Telecom - Services | 5.55 | - |
| Retailing | 4.33 | - |
| Consumer Durables | 4.34 | - |
| Banks | 19.61 | - |
| Automobiles | 3.08 | - |
| Cement & Cement Products | 2.97 | - |
| Auto Components | 7.37 | - |
| Electrical Equipment | 2.04 | - |
| Personal Products | 3.26 | - |
| Chemicals & Petrochemicals | 5.01 | - |
| Pharmaceuticals & Biotechnology | 3.12 | - |
| Finance | 10.08 | - |
| Food Products | 2.23 | - |
| Transport Infrastructure | 2.63 | - |
| Textiles & Apparels | 2.43 | - |
| Leisure Services | 3.82 | - |
| Power | 2.66 | - |
| Technology | - | 7.62 |
| Consumer Cyclical | - | 13.01 |
| Healthcare | - | 9.76 |
| Consumer Defensive | - | 2.67 |
| Financial Services | - | 37.09 |
| Basic Materials | - | 4.63 |
| Industrials | - | 13.87 |
| Energy | - | 2.84 |
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