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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) | ₹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 | 6.03% | 5.95% |
| 6 Month | -1.75% | 3.48% |
| 1 Year | 8.13% | 10.05% |
| 3 Year | 19.52% | 19.28% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | HSBC Focused Fund - Regular Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -3.01% | 0.38% |
| 1 Year | -10.52% | -6.65% |
| 3 Year | 11.94% | 12.68% |
| 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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