HSBC Focused Fund vs HDFC Focused 30 Fund compare

Link copied to clipboard!

tortoise-icon HDFC Focused 30 Fund - GROWTH PLAN

Invest Now

tortoise-icon HSBC Focused Fund - Regular Growth

Invest Now

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) ₹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

Trailing Lumpsum Returns

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN HSBC Focused Fund - Regular Growth
1 Month 0.76% 3.24%
6 Month 18.32% 16.91%
1 Year 43.05% 40.34%
3 Year 28.45% 18.37%
5 Year 24.9% -

SIP Return Analysis

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN HSBC Focused Fund - Regular Growth
6 Month - -
1 Year 19.57% 14.17%
3 Year 52.12% 35.03%
5 Year 101.93% 49.61%

Rolling Lumpsum Returns

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN HSBC Focused Fund - Regular Growth
1 Year 26.22% 19.48%
3 Year 75.97% 46.47%
5 Year 108.9% 53.18%

Risk Management

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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

Large Cap 69.63 54.9
Others 12.85 6.19
Small Cap 13.95 19.65
Mid Cap 3.57 19.26

Sector Allocation

Scheme Name

HDFC Focused 30 Fund - GROWTH PLAN

HSBC Focused Fund - Regular Growth

Banks 36.33 -
Others 9.31 6.19
Pharmaceuticals & Biotechnology 8.48 -
IT - Software 9.03 -
Insurance 3.98 -
Telecom - Services 3.87 -
Auto Components 2.59 -
Healthcare Services 4.88 -
Realty 5.83 -
Aerospace & Defense 2.3 -
Automobiles 4.23 -
Leisure Services 2.18 -
Consumer Durables 2.01 -
Electrical Equipment 1.35 -
Agricultural, Commercial & Construction Vehicles 1.26 -
Beverages 1.17 -
Transport Services 0.6 -
IT - Services 0.6 -
Financial - 21.32
Construction - 12.05
Energy - 8.95
Consumer Discretionary - 8.88
Capital Goods - 6.14
Healthcare - 9.27
Technology - 6.61
Automobile - 6.4
Services - 8.02
Metals & Mining - 2.83
Consumer Staples - 2.19
Chemicals - 1.15

Top Comparisons

ICICI Prudential Passive Strategy Fund (FOF) - Growth ICICI Prudential Passive Strategy Fund (FOF) - Growth

3Y Returns19.4%

VS

Mirae Asset Nifty India Manufacturing ETF FOF - Regular Plan - Growth Mirae Asset Nifty India Manufacturing ETF FOF - Regular Plan - Growth

3Y Returns0%

Compare Now

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

3Y Returns5.55%

VS

LIC MF Ultra Short Term Fund Regular - Growth LIC MF Ultra Short Term Fund Regular - Growth

3Y Returns5.63%

Compare Now

ICICI Prudential MidCap Fund - Growth ICICI Prudential MidCap Fund - Growth

3Y Returns23.71%

VS

HSBC Midcap Fund - Regular Growth HSBC Midcap Fund - Regular Growth

3Y Returns25.49%

Compare Now

SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth

3Y Returns28.05%

VS

Tata Young Citizens Fund -Regular Plan-Growth Option Tata Young Citizens Fund -Regular Plan-Growth Option

3Y Returns17.52%

Compare Now
Request call back
Add to Cart Successfully