Tata Focused Equity Fund vs HSBC Focused Fund compare

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Tata Focused 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	Tata Focused Fund-Regular Plan-Growth	HSBC Focused Fund - Regular Growth
Fund	Tata Focused Fund-Regular Plan-Growth	HSBC Focused Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹1881 Cr	₹1723 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	05 Dec 2019	22 Jul 2020
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	32.33%	95%
Expense Ratio	2.04	2.09
Manager	Kapil Malhotra	Cheenu Gupta
ISIN Code	INF277K010Y2	INF336L01PE6
Exits Load	Tata 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	Tata Focused Fund-Regular Plan-Growth	HSBC Focused Fund - Regular Growth
1 Month	0.51%	1.96%
6 Month	2.65%	3.83%
1 Year	2.37%	2.56%
3 Year	15.66%	18.05%
5 Year	15.98%	15.41%

Scheme Name	Tata Focused Fund-Regular Plan-Growth	HSBC Focused Fund - Regular Growth
6 Month	2.8%	3.9%
1 Year	13.01%	18.63%
3 Year	11.99%	14.74%
5 Year	13.36%	14.82%

Scheme Name	Tata Focused Fund-Regular Plan-Growth	HSBC Focused Fund - Regular Growth
1 Year	16.72%	15.11%
3 Year	18.24%	17.53%
5 Year	19.91%	19.55%

Scheme Name	Tata Focused Fund-Regular Plan-Growth	HSBC Focused Fund - Regular Growth
Standard Deviation	12.55%	12.6%
Sharp	0.67%	0.7%
Beta	0.9%	0.99%
Alpha	-0.69%	0.1%

Scheme Name	Tata Focused Fund-Regular Plan-Growth	HSBC Focused Fund - Regular Growth
Name	Kapil Malhotra	Cheenu Gupta
Total AUM	₹18472 Cr	₹0 Cr
Funds Managed	7	9
	Tata Focused Fund-Regular Plan-Growth	HSBC Focused Fund - Regular Growth

Scheme Name	Tata Focused Fund-Regular Plan-Growth	HSBC Focused Fund - Regular Growth
Others	5.77	6.86
Large Cap	73.32	48.05
Small Cap	9.81	11.92
Mid Cap	11.1	33.17

Scheme Name	Tata Focused Fund-Regular Plan-Growth	HSBC Focused Fund - Regular Growth
Others	5.77	6.86
Petroleum Products	4.63	-
IT - Software	11.3	4.98
Construction	5.18	-
Diversified FMCG	1.84	2.86
Banks	22.13	18.21
Pharmaceuticals & Biotechnology	6.47	7.46
Healthcare Services	6.5	2.07
Cement & Cement Products	6.64	-
Automobiles	1.56	3.53
Insurance	3.41	-
Finance	2.07	8.06
Realty	2.86	-
Commercial Services & Supplies	1.53	1.5
Power	5.46	-
Transport Infrastructure	4.11	-
Textiles & Apparels	2.81	1.06
Auto Components	3.49	-
Leisure Services	2.24	-
Retailing	-	6.77
Chemicals & Petrochemicals	-	2.2
Financial Technology (Fintech)	-	2.03
Electrical Equipment	-	4.18
Agricultural, Commercial & Construction Vehicles	-	3.67
Oil	-	2.82
Food Products	-	2.04
Capital Markets	-	8.7
Consumer Durables	-	6.24
Industrial Manufacturing	-	0.55
Industrial Products	-	4.21