HDFC Focused 30 Fund vs SBI Focused Equity Fund compare

Overview

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	SBI Focused Equity Fund - Regular Plan -Growth
Fund	HDFC Focused 30 Fund - GROWTH PLAN	SBI Focused Equity Fund - Regular Plan -Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹13127 Cr	₹35030 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	05 Sep 2004	01 Oct 2004
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	BSE 500
Turn Over	24.96%	12%
Expense Ratio	1.68	1.57
Manager	Dhruv Muchhal	Pradeep Kesavan
ISIN Code	INF179K01574	INF200K01370
Exits Load	Exit load of 1% if redeemed within 1 year/365	Exit load of 1% if redeemed within 1 year/365

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	SBI Focused Equity Fund - Regular Plan -Growth
1 Month	0.76%	4.94%
6 Month	18.32%	22.16%
1 Year	43.05%	27.91%
3 Year	28.45%	13.06%
5 Year	24.9%	19.89%

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	SBI Focused Equity Fund - Regular Plan -Growth
6 Month	-	-
1 Year	19.57%	14.6%
3 Year	52.12%	29.99%
5 Year	101.93%	60.67%

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	SBI Focused Equity Fund - Regular Plan -Growth
1 Year	26.22%	19.8%
3 Year	75.97%	45.89%
5 Year	108.9%	65.97%

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	SBI Focused Equity Fund - Regular Plan -Growth
Standard Deviation	11.38%	12.03%
Sharp	1.69%	0.56%
Beta	0.77%	0.69%
Alpha	9.33%	-0.54%

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	SBI Focused Equity Fund - Regular Plan -Growth
Name	Dhruv Muchhal	Pradeep Kesavan
Total AUM	₹520687 Cr	₹434274 Cr
Fund Manage	40	43
	HDFC Focused 30 Fund - GROWTH PLAN	SBI Focused Equity Fund - Regular Plan -Growth

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	SBI Focused Equity Fund - Regular Plan -Growth
Others	12.85	26.1
Large Cap	69.63	36.81
Small Cap	13.95	1.26
Mid Cap	3.57	35.83

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	SBI Focused Equity Fund - Regular Plan -Growth
Others	9.31	8.42
Telecom - Services	3.87	-
IT - Software	9.03	-
Banks	36.33	-
Realty	5.83	-
Agricultural, Commercial & Construction Vehicles	1.26	-
Pharmaceuticals & Biotechnology	8.48	-
Automobiles	4.23	-
Aerospace & Defense	2.3	-
Electrical Equipment	1.35	-
Healthcare Services	4.88	-
Insurance	3.98	3.3
IT - Services	0.6	-
Transport Services	0.6	-
Consumer Durables	2.01	-
Auto Components	2.59	-
Leisure Services	2.18	-
Beverages	1.17	-
Financial	-	32.95
Communication	-	9.67
Materials	-	2.95
Consumer Discretionary	-	1.99
Services	-	13.09
Consumer Staples	-	7.5
Automobile	-	3.64
Chemicals	-	5.32
Healthcare	-	9.13
Textiles	-	2.04