HSBC Focused Fund vs Aditya Birla Sun Life Focused Equity Fund compare
Aditya Birla Sun Life Focused Equity Fund -Growth Option
HSBC Focused Fund - Regular Growth
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹7354 Cr | ₹1628 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 | 2.09 |
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 | -1.69% | -5.62% |
6 Month | -7.42% | -11.22% |
1 Year | 6.34% | 2.28% |
3 Year | 12.53% | 11.88% |
5 Year | 14.69% | - |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | -3.89% | -11.92% |
3 Year | 14.14% | 12.37% |
5 Year | 15.68% | - |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Year | 12.97% | 21.56% |
3 Year | 12.3% | 18.11% |
5 Year | 13.39% | - |
Risk Management
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.25% | 15.111% |
Sharp | 0.48% | 0.486% |
Beta | 0.92% | 1.009% |
Alpha | -0.92% | -0.778% |
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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 | 6.31 |
Large Cap | 79.66 | 31.93 |
Mid Cap | 12.51 | 25.77 |
Small Cap | 2.27 | 35.99 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 5.17 | 6.31 |
Petroleum Products | 4.8 | - |
IT - Software | 12.49 | 8.05 |
Construction | 4.42 | 2.03 |
Diversified FMCG | 1.61 | 2.62 |
Non - Ferrous Metals | 1.7 | - |
Banks | 23.64 | 12.27 |
Pharmaceuticals & Biotechnology | 4.3 | 10.08 |
Automobiles | 7.91 | - |
Insurance | 5.47 | - |
Agricultural Food & other Products | 2.05 | - |
Realty | 2.5 | - |
Consumer Durables | 4.26 | 11.95 |
Finance | 4.67 | 5.59 |
Telecom - Services | 5.39 | - |
Cement & Cement Products | 1.74 | - |
Power | 4.59 | - |
Beverages | 2.9 | - |
Retailing | - | 2.59 |
Healthcare Services | - | 4.84 |
Chemicals & Petrochemicals | - | 2.4 |
Electrical Equipment | - | 3.51 |
Oil | - | 2.7 |
Financial Technology (Fintech) | - | 4.75 |
Industrial Manufacturing | - | 4.64 |
Fertilizers & Agrochemicals | - | 2.16 |
Commercial Services & Supplies | - | 2.12 |
Capital Markets | - | 5.62 |
Textiles & Apparels | - | 2.27 |
Industrial Products | - | 3.5 |
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