HSBC Focused Fund vs DSP Focus Fund compare

Overview

Scheme Name	HSBC Focused Fund - Regular Growth	DSP Focus Fund - Regular Plan - Growth
Fund	HSBC Focused Fund - Regular Growth	DSP Focus Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Low to Moderate
Asset Size (Cr)	₹1754 Cr	₹2546 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	22 Jul 2020	10 Jun 2010
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	95%	31%
Expense Ratio	2.1	2.03
Manager	Cheenu Gupta	Vinit Sambre
ISIN Code	INF336L01PE6	INF740K01532
Exits Load	HSBC Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	DSP Focus Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	HSBC Focused Fund - Regular Growth	DSP Focus Fund - Regular Plan - Growth
1 Month	-8.53%	-4.25%
6 Month	-2.3%	-3.62%
1 Year	11.05%	12.92%
3 Year	12.25%	13.12%
5 Year	-	14.04%

Scheme Name	HSBC Focused Fund - Regular Growth	DSP Focus Fund - Regular Plan - Growth
6 Month	-	-
1 Year	4.62%	4.47%
3 Year	18.66%	19.32%
5 Year	-	17.95%

Scheme Name	HSBC Focused Fund - Regular Growth	DSP Focus Fund - Regular Plan - Growth
1 Year	20.93%	9.54%
3 Year	18.43%	12.7%
5 Year	-	12.2%

Scheme Name	HSBC Focused Fund - Regular Growth	DSP Focus Fund - Regular Plan - Growth
Standard Deviation	12.6%	14.04%
Sharp	0.85%	0.55%
Beta	1.04%	1.01%
Alpha	-1.74%	-0.08%

Scheme Name	HSBC Focused Fund - Regular Growth	DSP Focus Fund - Regular Plan - Growth
Name	Cheenu Gupta	Vinit Sambre
Total AUM	₹0 Cr	₹31142 Cr
Fund Manage	9	3
	HSBC Focused Fund - Regular Growth	DSP Focus Fund - Regular Plan - Growth

Scheme Name	HSBC Focused Fund - Regular Growth	DSP Focus Fund - Regular Plan - Growth
Others	7.8	8.67
Large Cap	37.49	47
Small Cap	37.82	18.01
Mid Cap	16.89	25.53

Scheme Name	HSBC Focused Fund - Regular Growth	DSP Focus Fund - Regular Plan - Growth
Others	7.8	8.67
IT - Software	8.04	10.91
Retailing	2.26	-
Healthcare Services	4.86	-
Diversified FMCG	2.81	-
Pharmaceuticals & Biotechnology	7.96	10.07
Chemicals & Petrochemicals	2.64	-
Banks	12.64	14.48
Electrical Equipment	2.97	-
Construction	2.24	-
Oil	2.89	1.77
Consumer Durables	12.86	3.09
Financial Technology (Fintech)	4.27	-
Industrial Manufacturing	4.03	-
Fertilizers & Agrochemicals	2.34	2.86
Finance	5.64	12.46
Commercial Services & Supplies	2.07	-
Capital Markets	5.58	-
Textiles & Apparels	2.7	-
Industrial Products	3.4	9.73
Petroleum Products	-	2.88
Non - Ferrous Metals	-	1.68
Insurance	-	2.16
Gas	-	2.18
Automobiles	-	2.77
Realty	-	3.34
Leisure Services	-	1.98
Auto Components	-	5.16
Food Products	-	3.02