Aditya Birla Sun Life Focused Equity Fund vs HSBC Focused Fund compare

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tortoise-icon Aditya Birla Sun Life Focused Equity Fund -Growth Option

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tortoise-icon HSBC Focused Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹7642 Cr ₹1688 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 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 2.11
Manager Dhaval Joshi Cheenu Gupta
ISIN Code INF209K01462 INF336L01PE6
Exits Load Exit load of 1%, if redeemed within 90 days./365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option HSBC Focused Fund - Regular Growth
1 Month 5.27% 3.24%
6 Month 20.54% 16.91%
1 Year 35.63% 40.34%
3 Year 16.03% 18.37%
5 Year 20.72% -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option HSBC Focused Fund - Regular Growth
6 Month - -
1 Year 15.15% 14.17%
3 Year 33.2% 35.03%
5 Year 62.4% 49.61%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option HSBC Focused Fund - Regular Growth
1 Year 19.79% 19.48%
3 Year 47.91% 46.47%
5 Year 69.28% 53.18%

Risk Management

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option HSBC Focused Fund - Regular Growth
Standard Deviation 12.25% 12.6%
Sharp 0.75% 0.85%
Beta 0.92% 1.04%
Alpha -1.24% -1.74%

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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
Fund Manage 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 3.32 6.19
Large Cap 82.9 54.9
Mid Cap 11.95 19.26
Small Cap 1.84 19.65

Sector Allocation

Scheme Name

Aditya Birla Sun Life Focused Equity Fund -Growth Option

HSBC Focused Fund - Regular Growth

Others 2.93 6.19
Communication 5.74 -
Energy 9.17 8.95
Technology 10.52 6.61
Materials 3.82 -
Construction 9.13 12.05
Consumer Staples 6.37 2.19
Financial 33.34 21.32
Healthcare 4.04 9.27
Automobile 8.17 6.4
Insurance 2.78 -
Consumer Discretionary 4 8.88
Services - 8.02
Capital Goods - 6.14
Chemicals - 1.15
Metals & Mining - 2.83

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