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Tata Focused Equity Fund vs HSBC Focused Fund compare
Tata Focused Equity Fund-Regular Plan-Growth
HSBC Focused Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Fund | Tata 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) | ₹1739 Cr | ₹1628 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 |
Trailing Lumpsum Returns
| Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Month | 3.12% | 1.8% |
| 6 Month | -1.06% | -2.25% |
| 1 Year | 6.84% | 6.22% |
| 3 Year | 17.94% | 18.29% |
| 5 Year | 24.87% | - |
SIP Return Analysis
| Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.83% | 3.25% |
| 1 Year | -0.59% | -0.35% |
| 3 Year | 15.59% | 15.77% |
| 5 Year | 16.6% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Year | 22.62% | 21.56% |
| 3 Year | 19.32% | 18.11% |
| 5 Year | 18.37% | - |
Risk Management
| Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 14.255% | 16.134% |
| Sharp | 0.518% | 0.335% |
| Beta | 0.995% | 1.037% |
| Alpha | -0.625% | -1.531% |
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Fund Managers
| Scheme Name | Tata Focused Equity 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 Equity Fund-Regular Plan-Growth | HSBC Focused Fund - Regular Growth |
Market Cap
| Scheme Name |
Tata Focused Equity Fund-Regular Plan-Growth |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 4.77 | 11.94 |
| Large Cap | 58.06 | 32.27 |
| Small Cap | 20.69 | 35.21 |
| Mid Cap | 16.49 | 20.59 |
Sector Allocation
| Scheme Name |
Tata Focused Equity Fund-Regular Plan-Growth |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 4.77 | 9.93 |
| Energy | 4.04 | 3.23 |
| Consumer Cyclical | 16.91 | 9.48 |
| Industrials | 13.18 | 16.16 |
| Financial Services | 28.27 | 26.78 |
| Healthcare | 7.4 | 13.33 |
| Communication Services | 1.99 | - |
| Basic Materials | 2.32 | 5.42 |
| Real Estate | 2.06 | - |
| Technology | 12.7 | 12.64 |
| Utilities | 6.35 | - |
| Consumer Defensive | - | 3.03 |
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