HDFC Focused 30 Fund vs HSBC Focused Fund compare
HDFC Focused 30 Fund - GROWTH PLAN
HSBC Focused Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | HSBC Focused Fund - Regular Growth |
---|---|---|
Fund | HDFC Focused 30 Fund - GROWTH PLAN | HSBC Focused Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹15688 Cr | ₹1628 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 17 Sep 2004 | 22 Jul 2020 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 24.96% | 95% |
Expense Ratio | 1.67 | 2.09 |
Manager | Dhruv Muchhal | Cheenu Gupta |
ISIN Code | INF179K01574 | INF336L01PE6 |
Exits Load | HDFC Focused 30 Fund - Growth charges 1.0% of sell value; if fund sold before 365 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 | HDFC Focused 30 Fund - GROWTH PLAN | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Month | 5.96% | 6.96% |
6 Month | -6.26% | -14.12% |
1 Year | 15.57% | 3.54% |
3 Year | 23.4% | 13.03% |
5 Year | 32.66% | - |
SIP Return Analysis
Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | HSBC Focused Fund - Regular Growth |
---|---|---|
6 Month | 0.32% | -6.45% |
1 Year | 3.69% | -11.61% |
3 Year | 22.28% | 13.04% |
5 Year | 25.28% | - |
Rolling Lumpsum Returns
Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Year | 16.01% | 21.56% |
3 Year | 12.6% | 18.11% |
5 Year | 11.81% | - |
Risk Management
Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | HSBC Focused Fund - Regular Growth |
---|---|---|
Standard Deviation | 11.245% | 16.134% |
Sharp | 1.3% | 0.335% |
Beta | 0.756% | 1.037% |
Alpha | 9.571% | -1.531% |
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Fund Managers
Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | HSBC Focused Fund - Regular Growth |
---|---|---|
Name | Dhruv Muchhal | Cheenu Gupta |
Total AUM | ₹520687 Cr | ₹0 Cr |
Funds Managed | 40 | 9 |
HDFC Focused 30 Fund - GROWTH PLAN | HSBC Focused Fund - Regular Growth |
Market Cap
Scheme Name |
HDFC Focused 30 Fund - GROWTH PLAN |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 16.06 | 11.94 |
Small Cap | 13.92 | 35.21 |
Large Cap | 66.22 | 32.27 |
Mid Cap | 3.81 | 20.59 |
Sector Allocation
Scheme Name |
HDFC Focused 30 Fund - GROWTH PLAN |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 13.91 | 9.93 |
Communication Services | 3.65 | - |
Financial Services | 39.06 | 26.78 |
Industrials | 3.31 | 16.16 |
Healthcare | 10.65 | 13.33 |
Consumer Cyclical | 20.08 | 9.48 |
Basic Materials | 2.77 | 5.42 |
Technology | 4.43 | 12.64 |
Real Estate | 2.12 | - |
Consumer Defensive | 0 | 3.03 |
Energy | - | 3.23 |
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