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) ₹7729 Cr ₹1754 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 2.1
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 -3.6% -8.53%
6 Month -4.88% -2.3%
1 Year 12.08% 11.05%
3 Year 11.91% 12.25%
5 Year 15.26% -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option HSBC Focused Fund - Regular Growth
6 Month - -
1 Year 3.77% 4.62%
3 Year 16.85% 18.66%
5 Year 17.49% -

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option HSBC Focused Fund - Regular Growth
1 Year 12.77% 20.93%
3 Year 12.19% 18.43%
5 Year 13.25% -

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 0.52% 0.85%
Beta 0.93% 1.04%
Alpha -0.95% -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 5.17 7.8
Large Cap 79.66 37.49
Mid Cap 12.51 16.89
Small Cap 2.27 37.82

Sector Allocation

Scheme Name

Aditya Birla Sun Life Focused Equity Fund -Growth Option

HSBC Focused Fund - Regular Growth

Others 5.17 7.8
Petroleum Products 4.8 -
IT - Software 12.49 8.04
Construction 4.42 2.24
Diversified FMCG 1.61 2.81
Non - Ferrous Metals 1.7 -
Banks 23.64 12.64
Pharmaceuticals & Biotechnology 4.3 7.96
Automobiles 7.91 -
Insurance 5.47 -
Agricultural Food & other Products 2.05 -
Realty 2.5 -
Consumer Durables 4.26 12.86
Finance 4.67 5.64
Telecom - Services 5.39 -
Cement & Cement Products 1.74 -
Power 4.59 -
Beverages 2.9 -
Retailing - 2.26
Healthcare Services - 4.86
Chemicals & Petrochemicals - 2.64
Electrical Equipment - 2.97
Oil - 2.89
Financial Technology (Fintech) - 4.27
Industrial Manufacturing - 4.03
Fertilizers & Agrochemicals - 2.34
Commercial Services & Supplies - 2.07
Capital Markets - 5.58
Textiles & Apparels - 2.7
Industrial Products - 3.4

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