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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) | ₹1656 Cr | ₹2579 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 | 1.8% | 2.87% |
| 6 Month | 11.05% | 6.35% |
| 1 Year | 1.77% | 3.28% |
| 3 Year | 16.1% | 14.89% |
| 5 Year | 19.65% | - |
SIP Return Analysis
| Scheme Name | HSBC Focused Fund - Regular Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.98% | 2.87% |
| 1 Year | 13.31% | 13.04% |
| 3 Year | 15.55% | 14.33% |
| 5 Year | 15.43% | - |
Rolling Lumpsum Returns
| Scheme Name | HSBC Focused Fund - Regular Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.69% | 13.43% |
| 3 Year | 17.82% | 14.81% |
| 5 Year | 19.88% | - |
Risk Management
| Scheme Name | HSBC Focused Fund - Regular Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.35% | 12.84% |
| Sharp | 0.71% | 0.60% |
| Beta | 1.00% | 0.92% |
| Alpha | 0.83% | -0.86% |
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 | 11.63 | 8.76 |
| Large Cap | 45.82 | 67.97 |
| Small Cap | 17.03 | 2.19 |
| Mid Cap | 25.52 | 21.09 |
Sector Allocation
| Scheme Name |
HSBC Focused Fund - Regular Growth |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 3.13 | 3.33 |
| Technology | 7.77 | 8.84 |
| Consumer Cyclical | 16.08 | 11.31 |
| Healthcare | 9.43 | 5.71 |
| Consumer Defensive | 5.21 | 6.55 |
| Financial Services | 34.76 | 31.28 |
| Basic Materials | 2.56 | 5.93 |
| Industrials | 18.17 | 11.7 |
| Energy | 2.89 | 3.89 |
| Real Estate | - | 2.41 |
| Communication Services | - | 4.7 |
| Utilities | - | 4.34 |
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