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HSBC Focused Fund vs HDFC Focused 30 Fund compare

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tortoise-icon HDFC Focused 30 Fund - GROWTH PLAN

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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 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) ₹15688 Cr ₹1628 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 17 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 1.67 2.09
Manager Dhruv Muchhal Cheenu Gupta
ISIN Code INF179K01574 INF336L01PE6
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 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 HDFC Focused 30 Fund - GROWTH PLAN HSBC Focused Fund - Regular Growth
1 Month 5.67% 7.07%
6 Month -5.34% -13.91%
1 Year 14.11% 1.74%
3 Year 21.95% 11.94%
5 Year 32.93% -

SIP Return Analysis

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN HSBC Focused Fund - Regular Growth
6 Month -0.48% -9.18%
1 Year 2.84% -13.45%
3 Year 22.27% 12.64%
5 Year 25.24% -

Rolling Lumpsum Returns

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN HSBC Focused Fund - Regular Growth
1 Year 16.01% 21.56%
3 Year 12.6% 18.11%
5 Year 11.81% -

Risk Management

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN HSBC Focused Fund - Regular Growth
Standard Deviation 11.245% 16.134%
Sharp 1.3% 0.335%
Beta 0.756% 1.037%
Alpha 9.571% -1.531%

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Fund Managers

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

Market Cap

Scheme Name

HDFC Focused 30 Fund - GROWTH PLAN

HSBC Focused Fund - Regular Growth

Others 16.06 11.94
Small Cap 13.92 35.21
Large Cap 66.22 32.27
Mid Cap 3.81 20.59

Sector Allocation

Scheme Name

HDFC Focused 30 Fund - GROWTH PLAN

HSBC Focused Fund - Regular Growth

Others 13.91 9.93
Communication Services 3.65 -
Financial Services 39.06 26.78
Industrials 3.31 16.16
Healthcare 10.65 13.33
Consumer Cyclical 20.08 9.48
Basic Materials 2.77 5.42
Technology 4.43 12.64
Real Estate 2.12 -
Consumer Defensive 0 3.03
Energy - 3.23

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