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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) | ₹1647 Cr | ₹2552 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 | 1.33% | 3.6% |
| 6 Month | 19.62% | 14.24% |
| 1 Year | -1.67% | -5.25% |
| 3 Year | 15.81% | 14% |
| 5 Year | 19.56% | - |
SIP Return Analysis
| Scheme Name | HSBC Focused Fund - Regular Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.65% | 3.79% |
| 1 Year | 10.64% | 9.67% |
| 3 Year | 15.59% | 14.06% |
| 5 Year | 15.39% | - |
Rolling Lumpsum Returns
| Scheme Name | HSBC Focused Fund - Regular Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.78% | 14.04% |
| 3 Year | 18.03% | 15.12% |
| 5 Year | 20.39% | - |
Risk Management
| Scheme Name | HSBC Focused Fund - Regular Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.57% | 12.97% |
| Sharp | 0.62% | 0.51% |
| Beta | 1.00% | 0.91% |
| Alpha | 1.10% | -0.55% |
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 | 13.32 | 5.8 |
| Large Cap | 41.24 | 70.41 |
| Small Cap | 18.77 | 2.1 |
| Mid Cap | 26.67 | 21.69 |
Sector Allocation
| Scheme Name |
HSBC Focused Fund - Regular Growth |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 4.82 | 1.8 |
| Technology | 7.55 | 9.04 |
| Consumer Cyclical | 13.4 | 10.46 |
| Healthcare | 9.44 | 6.04 |
| Consumer Defensive | 2.99 | 7.55 |
| Financial Services | 39.67 | 31.59 |
| Basic Materials | 4.37 | 6 |
| Industrials | 14.91 | 12.35 |
| Energy | 2.86 | 3.76 |
| Real Estate | - | 2.29 |
| Communication Services | - | 4.79 |
| Utilities | - | 4.33 |
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