HSBC Focused Fund vs HDFC Focused 30 Fund compare

Overview

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	HSBC Focused Fund - Regular Growth
Fund	HDFC Focused 30 Fund - GROWTH PLAN	HSBC Focused Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹13127 Cr	₹1688 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	05 Sep 2004	22 Jul 2020
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	24.96%	95%
Expense Ratio	1.68	2.11
Manager	Dhruv Muchhal	Cheenu Gupta
ISIN Code	INF179K01574	INF336L01PE6
Exits Load	Exit load of 1% if redeemed within 1 year/365	Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	HSBC Focused Fund - Regular Growth
1 Month	-3.31%	-5.57%
6 Month	9.79%	8.11%
1 Year	34.35%	28.05%
3 Year	22.84%	13.75%
5 Year	22.08%	-

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	HSBC Focused Fund - Regular Growth
6 Month	-	-
1 Year	28.04%	21.69%
3 Year	29.25%	23.03%
5 Year	29.17%	-

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	HSBC Focused Fund - Regular Growth
1 Year	15.41%	20.93%
3 Year	12.4%	18.43%
5 Year	11.56%	-

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	HSBC Focused Fund - Regular Growth
Standard Deviation	11.38%	12.6%
Sharp	1.69%	0.85%
Beta	0.77%	1.04%
Alpha	9.33%	-1.74%

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	HSBC Focused Fund - Regular Growth
Name	Dhruv Muchhal	Cheenu Gupta
Total AUM	₹520687 Cr	₹0 Cr
Fund Manage	40	9
	HDFC Focused 30 Fund - GROWTH PLAN	HSBC Focused Fund - Regular Growth

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	HSBC Focused Fund - Regular Growth
Others	12.85	6.19
Large Cap	69.63	54.9
Small Cap	13.95	19.65
Mid Cap	3.57	19.26

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	HSBC Focused Fund - Regular Growth
Others	9.31	6.19
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	-
IT - Services	0.6	-
Transport Services	0.6	-
Consumer Durables	2.01	-
Auto Components	2.59	-
Leisure Services	2.18	-
Beverages	1.17	-
Energy	-	8.95
Technology	-	6.61
Construction	-	12.05
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