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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) | ₹1721 Cr | ₹2673 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% | -3.64% |
| 6 Month | 6.45% | 3.04% |
| 1 Year | 0.89% | -4.72% |
| 3 Year | 16.68% | 14.3% |
| 5 Year | 20.12% | - |
SIP Return Analysis
| Scheme Name | HSBC Focused Fund - Regular Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 7.34% | 3.43% |
| 1 Year | 6.68% | 2.58% |
| 3 Year | 16.38% | 14.15% |
| 5 Year | 16.34% | - |
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 | 15.56% | 13.89% |
| Sharp | 0.93% | 0.93% |
| Beta | 1.03% | 0.94% |
| Alpha | -0.12% | -0.46% |
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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 | 13.64 | 5.78 |
| Large Cap | 41.41 | 70.13 |
| Small Cap | 20.21 | 2.12 |
| Mid Cap | 24.74 | 21.96 |
Sector Allocation
| Scheme Name |
HSBC Focused Fund - Regular Growth |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 8.51 | 1.67 |
| Technology | 7.62 | 9.18 |
| Consumer Cyclical | 13.01 | 11.97 |
| Healthcare | 9.76 | 5.57 |
| Consumer Defensive | 2.67 | 7.4 |
| Financial Services | 37.09 | 31.62 |
| Basic Materials | 4.63 | 5.81 |
| Industrials | 13.87 | 11.19 |
| Energy | 2.84 | 4.02 |
| Real Estate | - | 2.34 |
| Communication Services | - | 4.87 |
| Utilities | - | 4.36 |
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