HSBC Focused Fund vs Aditya Birla Sun Life Focused Equity Fund compare

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tortoise-icon Aditya Birla Sun Life Focused Equity Fund -Growth Option

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tortoise-icon HSBC Focused Fund - Regular Growth

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Chart Comparison

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

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 Very High
Asset Size (Cr) ₹7729 Cr ₹1754 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 2.1
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 -0.68% 3.01%
6 Month 3.53% 8.57%
1 Year 21.08% 23.8%
3 Year 14.43% 16.68%
5 Year 16.57% -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option HSBC Focused Fund - Regular Growth
6 Month - -
1 Year 11.08% 21.66%
3 Year 19.16% 24.23%
5 Year 19.01% -

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option HSBC Focused Fund - Regular Growth
1 Year 12.77% 20.93%
3 Year 12.19% 18.43%
5 Year 13.25% -

Risk Management

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option HSBC Focused Fund - Regular Growth
Standard Deviation 12.25% 12.6%
Sharp 0.66% 0.85%
Beta 0.93% 1.04%
Alpha -0.79% -1.74%

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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 6.19
Large Cap 79.66 54.9
Mid Cap 12.51 19.26
Small Cap 2.27 19.65

Sector Allocation

Scheme Name

Aditya Birla Sun Life Focused Equity Fund -Growth Option

HSBC Focused Fund - Regular Growth

Others 5.17 6.19
Petroleum Products 4.8 -
IT - Software 12.49 -
Construction 4.42 12.05
Diversified FMCG 1.61 -
Non - Ferrous Metals 1.7 -
Banks 23.64 -
Pharmaceuticals & Biotechnology 4.3 -
Automobiles 7.91 -
Insurance 5.47 -
Agricultural Food & other Products 2.05 -
Realty 2.5 -
Consumer Durables 4.26 -
Finance 4.67 -
Telecom - Services 5.39 -
Cement & Cement Products 1.74 -
Power 4.59 -
Beverages 2.9 -
Energy - 8.95
Technology - 6.61
Financial - 21.32
Consumer Staples - 2.19
Automobile - 6.4
Healthcare - 9.27
Services - 8.02
Consumer Discretionary - 8.88
Capital Goods - 6.14
Chemicals - 1.15
Metals & Mining - 2.83

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