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) | ₹1628 Cr | ₹2563 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 | 2.1% | 3.08% |
6 Month | -7.75% | -3.47% |
1 Year | 0.87% | 5.82% |
3 Year | 14.04% | 15.65% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | HSBC Focused Fund - Regular Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | -1.84% | 1.58% |
1 Year | -8.13% | -4.55% |
3 Year | 13.81% | 14.42% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | HSBC Focused Fund - Regular Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 21.56% | 17.01% |
3 Year | 18.11% | 14.5% |
5 Year | - | - |
Risk Management
Scheme Name | HSBC Focused Fund - Regular Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 16.134% | 13.63% |
Sharp | 0.335% | 0.547% |
Beta | 1.037% | 0.916% |
Alpha | -1.531% | 0.08% |
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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 | 11.94 | 2.2 |
Large Cap | 32.27 | 74.03 |
Small Cap | 35.21 | 1.79 |
Mid Cap | 20.59 | 21.98 |
Sector Allocation
Scheme Name |
HSBC Focused Fund - Regular Growth |
UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Others | 9.93 | 2.2 |
Technology | 12.64 | 11.08 |
Consumer Cyclical | 9.48 | 11.33 |
Healthcare | 13.33 | 5.83 |
Consumer Defensive | 3.03 | 7.15 |
Basic Materials | 5.42 | 5.06 |
Financial Services | 26.78 | 32.25 |
Industrials | 16.16 | 10.39 |
Energy | 3.23 | 2.9 |
Real Estate | - | 2.62 |
Communication Services | - | 5.15 |
Utilities | - | 4.04 |
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