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HDFC Focused 30 Fund vs SBI Focused Equity Fund compare

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tortoise-icon HDFC Focused 30 Fund - GROWTH PLAN

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tortoise-icon SBI Focused Equity Fund - Regular Plan -Growth

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Chart Comparison

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

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) ₹15688 Cr ₹34678 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 17 Sep 2004 08 Oct 2004
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI BSE 500 TRI
Turn Over 24.96% 12%
Expense Ratio 1.67 1.57
Manager Dhruv Muchhal Pradeep Kesavan
ISIN Code INF179K01574 INF200K01370
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 SBI Focused Equity 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 SBI Focused Equity Fund - Regular Plan -Growth
1 Month 6.44% 5.92%
6 Month 0.09% -1.69%
1 Year 17.38% 13.39%
3 Year 21.97% 12.16%
5 Year 30.17% 21%

SIP Return Analysis

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN SBI Focused Equity Fund - Regular Plan -Growth
6 Month -0.51% -1.19%
1 Year -0.11% -3.07%
3 Year 20.38% 13.4%
5 Year 23.74% 14.2%

Rolling Lumpsum Returns

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN SBI Focused Equity Fund - Regular Plan -Growth
1 Year 16.01% 16.6%
3 Year 12.6% 15.37%
5 Year 11.81% 16.58%

Risk Management

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN SBI Focused Equity Fund - Regular Plan -Growth
Standard Deviation 11.245% 12.03%
Sharp 1.3% 0.39%
Beta 0.756% 0.73%
Alpha 9.571% -0.42%

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Fund Managers

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
Funds Managed 40 43
HDFC Focused 30 Fund - GROWTH PLAN SBI Focused Equity Fund - Regular Plan -Growth

Market Cap

Scheme Name

HDFC Focused 30 Fund - GROWTH PLAN

SBI Focused Equity Fund - Regular Plan -Growth

Others 16.06 23.8
Small Cap 13.92 8.33
Large Cap 66.22 38.05
Mid Cap 3.81 29.82

Sector Allocation

Scheme Name

HDFC Focused 30 Fund - GROWTH PLAN

SBI Focused Equity Fund - Regular Plan -Growth

Others 13.91 5.74
Communication Services 3.65 9.72
Financial Services 39.06 31.96
Industrials 3.31 5.04
Healthcare 10.65 7.85
Consumer Cyclical 20.08 19.18
Basic Materials 2.77 6.93
Technology 4.43 4.32
Real Estate 2.12 -
Consumer Defensive 0 6.57
Utilities - 2.68

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