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 Risk | Very High Risk |
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 | -0.22% | -5.62% |
6 Month | -2.92% | -11.22% |
1 Year | 13.24% | 2.28% |
3 Year | 22.48% | 11.88% |
5 Year | 22.2% | - |
SIP Return Analysis
Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | HSBC Focused Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 2.51% | -11.92% |
3 Year | 21.31% | 12.37% |
5 Year | 24.85% | - |
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 | 11.516% | 15.111% |
Sharp | 1.24% | 0.486% |
Beta | 0.802% | 1.009% |
Alpha | 7.781% | -0.778% |
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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 |
Fund Manage | 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 | 13.27 | 6.31 |
Large Cap | 66.47 | 31.93 |
Small Cap | 16.75 | 35.99 |
Mid Cap | 3.51 | 25.77 |
Sector Allocation
Scheme Name |
HDFC Focused 30 Fund - GROWTH PLAN |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 13.27 | 6.31 |
Telecom - Services | 3.79 | - |
Banks | 35.37 | 12.27 |
Realty | 4.2 | - |
Agricultural, Commercial & Construction Vehicles | 1.33 | - |
Pharmaceuticals & Biotechnology | 7.92 | 10.08 |
Automobiles | 8.52 | - |
Aerospace & Defense | 0.57 | - |
Leisure Services | 3.01 | - |
Ferrous Metals | 1.74 | - |
Electrical Equipment | 1.31 | 3.51 |
Healthcare Services | 4.36 | 4.84 |
Insurance | 4.55 | - |
Consumer Durables | 1.7 | 11.95 |
Auto Components | 2.28 | - |
IT - Software | 4.63 | 8.05 |
Beverages | 1.45 | - |
Retailing | - | 2.59 |
Diversified FMCG | - | 2.62 |
Chemicals & Petrochemicals | - | 2.4 |
Construction | - | 2.03 |
Oil | - | 2.7 |
Financial Technology (Fintech) | - | 4.75 |
Industrial Manufacturing | - | 4.64 |
Fertilizers & Agrochemicals | - | 2.16 |
Finance | - | 5.59 |
Commercial Services & Supplies | - | 2.12 |
Capital Markets | - | 5.62 |
Textiles & Apparels | - | 2.27 |
Industrial Products | - | 3.5 |
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