Aditya Birla Sun Life Focused Equity Fund vs HSBC Focused Fund compare
Aditya Birla Sun Life Focused Equity Fund -Growth Option
HSBC Focused Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
Fund | Aditya Birla Sun Life Focused Equity Fund -Growth Option | HSBC Focused Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹7354 Cr | ₹1628 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 24 Oct 2005 | 22 Jul 2020 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 45% | 95% |
Expense Ratio | 1.82 | 2.09 |
Manager | Dhaval Joshi | Cheenu Gupta |
ISIN Code | INF209K01462 | INF336L01PE6 |
Exits Load | Aditya Birla Sun Life Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | HSBC 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 | Aditya Birla Sun Life Focused Equity Fund -Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Month | 6.03% | 6.96% |
6 Month | -11.12% | -14.12% |
1 Year | 8.89% | 3.54% |
3 Year | 13.89% | 13.03% |
5 Year | 23.26% | - |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
6 Month | -3.29% | -9.18% |
1 Year | -4.63% | -13.45% |
3 Year | 15.02% | 12.64% |
5 Year | 15.85% | - |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Year | 12.97% | 21.56% |
3 Year | 12.3% | 18.11% |
5 Year | 13.39% | - |
Risk Management
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.25% | 16.134% |
Sharp | 0.46% | 0.335% |
Beta | 0.9% | 1.037% |
Alpha | 0.01% | -1.531% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
Name | Dhaval Joshi | Cheenu Gupta |
Total AUM | ₹361932 Cr | ₹0 Cr |
Funds Managed | 55 | 9 |
Aditya Birla Sun Life Focused Equity Fund -Growth Option | HSBC Focused Fund - Regular Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 4.67 | 11.94 |
Large Cap | 81.62 | 32.27 |
Mid Cap | 11.89 | 20.59 |
Small Cap | 1.83 | 35.21 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 1.69 | 9.93 |
Energy | 5.44 | 3.23 |
Technology | 12.97 | 12.64 |
Industrials | 4.58 | 16.16 |
Consumer Defensive | 7.52 | 3.03 |
Basic Materials | 4.15 | 5.42 |
Financial Services | 31.57 | 26.78 |
Healthcare | 3.5 | 13.33 |
Consumer Cyclical | 16.44 | 9.48 |
Real Estate | 2.79 | - |
Communication Services | 5.53 | - |
Utilities | 3.83 | - |
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