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UTI Focused Fund vs HSBC Focused Fund compare
HSBC Focused Fund - Regular Growth
UTI Focused Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HSBC Focused Fund - Regular Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | HSBC Focused Fund - Regular Growth | UTI Focused Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1723 Cr | ₹2638 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 22 Jul 2020 | 25 Aug 2021 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 95% | 39.82% |
| Expense Ratio | 2.09 | 1.98 |
| Manager | Cheenu Gupta | Deepesh Agarwal |
| ISIN Code | INF336L01PE6 | INF789F1AUY5 |
| Exits Load | HSBC Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI 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 | HSBC Focused Fund - Regular Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.66% | -1.13% |
| 6 Month | 4.33% | 1.54% |
| 1 Year | -1.83% | 2.44% |
| 3 Year | 16.3% | 14.69% |
| 5 Year | 15.73% | - |
SIP Return Analysis
| Scheme Name | HSBC Focused Fund - Regular Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.91% | 2.02% |
| 1 Year | 15.01% | 11.97% |
| 3 Year | 14.14% | 12.4% |
| 5 Year | 14.38% | - |
Rolling Lumpsum Returns
| Scheme Name | HSBC Focused Fund - Regular Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.34% | 13.43% |
| 3 Year | 17.56% | 14.81% |
| 5 Year | 19.61% | - |
Risk Management
| Scheme Name | HSBC Focused Fund - Regular Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.19% | 12.89% |
| Sharp | 0.64% | 0.62% |
| Beta | 0.99% | 0.94% |
| Alpha | 0.55% | -0.10% |
Fund Managers
| Scheme Name | HSBC Focused Fund - Regular Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Cheenu Gupta | Deepesh Agarwal |
| Total AUM | ₹0 Cr | ₹35015 Cr |
| Funds Managed | 9 | 9 |
| HSBC Focused Fund - Regular Growth | UTI Focused Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HSBC Focused Fund - Regular Growth |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 17.22 | 8.79 |
| Large Cap | 43.83 | 67.74 |
| Small Cap | 14.28 | 2.09 |
| Mid Cap | 24.67 | 21.37 |
Sector Allocation
| Scheme Name |
HSBC Focused Fund - Regular Growth |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 6.89 | 1.84 |
| Technology | 8.75 | 11.17 |
| Consumer Cyclical | 14.26 | 13.72 |
| Healthcare | 9.52 | 5.93 |
| Consumer Defensive | 4.9 | 3.04 |
| Financial Services | 34.98 | 31.94 |
| Basic Materials | 2.2 | 5.85 |
| Industrials | 15.68 | 13.03 |
| Energy | 2.82 | 5.05 |
| Real Estate | - | 2.63 |
| Communication Services | - | 3.98 |
| Utilities | - | 1.8 |
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