HSBC Focused Fund vs ICICI Prudential Focused Equity Fund compare
ICICI Prudential Focused Equity Fund - Growth
HSBC Focused Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | ICICI Prudential Focused Equity Fund - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
Fund | ICICI Prudential Focused Equity Fund - Growth | HSBC Focused Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹10065 Cr | ₹1628 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 28 May 2009 | 22 Jul 2020 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 78% | 95% |
Expense Ratio | 1.75 | 2.09 |
Manager | Sharmila D'mello | Cheenu Gupta |
ISIN Code | INF109K01BZ4 | INF336L01PE6 |
Exits Load | ICICI Prudential Focused Equity Fund - Regular Plan - 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 | ICICI Prudential Focused Equity Fund - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Month | 6.62% | 5.15% |
6 Month | -10.52% | -15.46% |
1 Year | 9.27% | 0.24% |
3 Year | 18.5% | 11.28% |
5 Year | 30.13% | - |
SIP Return Analysis
Scheme Name | ICICI Prudential Focused Equity Fund - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
6 Month | -1.25% | -9.18% |
1 Year | -1.27% | -13.45% |
3 Year | 21.32% | 12.64% |
5 Year | 21.91% | - |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Focused Equity Fund - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Year | 11.79% | 21.56% |
3 Year | 13.45% | 18.11% |
5 Year | 13.41% | - |
Risk Management
Scheme Name | ICICI Prudential Focused Equity Fund - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
Standard Deviation | 13.632% | 16.134% |
Sharp | 0.826% | 0.335% |
Beta | 0.899% | 1.037% |
Alpha | 5.238% | -1.531% |
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Fund Managers
Scheme Name | ICICI Prudential Focused Equity Fund - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
Name | Sharmila D'mello | Cheenu Gupta |
Total AUM | ₹354743 Cr | ₹0 Cr |
Funds Managed | 35 | 9 |
ICICI Prudential Focused Equity Fund - Growth | HSBC Focused Fund - Regular Growth |
Market Cap
Scheme Name |
ICICI Prudential Focused Equity Fund - Growth |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 4.11 | 11.94 |
Large Cap | 81.05 | 32.27 |
Mid Cap | 13.22 | 20.59 |
Small Cap | 1.62 | 35.21 |
Sector Allocation
Scheme Name |
ICICI Prudential Focused Equity Fund - Growth |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 4.11 | 9.93 |
Energy | 2.55 | 3.23 |
Industrials | 10.89 | 16.16 |
Technology | 3.8 | 12.64 |
Healthcare | 11.56 | 13.33 |
Consumer Defensive | 5.1 | 3.03 |
Financial Services | 28.18 | 26.78 |
Basic Materials | 11.06 | 5.42 |
Consumer Cyclical | 7.44 | 9.48 |
Real Estate | 4.84 | - |
Communication Services | 7.11 | - |
Utilities | 3.36 | - |
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