HSBC Focused Fund vs SBI Focused Equity Fund compare

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SBI Focused Equity Fund - Regular Plan -Growth

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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	SBI Focused Equity Fund - Regular Plan -Growth	HSBC Focused Fund - Regular Growth
Fund	SBI Focused Equity Fund - Regular Plan -Growth	HSBC Focused Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹34678 Cr	₹1628 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	08 Oct 2004	22 Jul 2020
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500 TRI	NIFTY 500 TRI
Turn Over	12%	95%
Expense Ratio	1.57	2.09
Manager	Pradeep Kesavan	Cheenu Gupta
ISIN Code	INF200K01370	INF336L01PE6
Exits Load	SBI 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

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	HSBC Focused Fund - Regular Growth
1 Month	-2.63%	-5.62%
6 Month	-4.18%	-11.22%
1 Year	11.9%	2.28%
3 Year	10.94%	11.88%
5 Year	14.19%	-

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	HSBC Focused Fund - Regular Growth
6 Month	-	-
1 Year	-0.53%	-11.89%
3 Year	13.38%	12.37%
5 Year	15.25%	-

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	HSBC Focused Fund - Regular Growth
1 Year	16.6%	21.56%
3 Year	15.37%	18.11%
5 Year	16.58%	-

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	HSBC Focused Fund - Regular Growth
Standard Deviation	12.03%	15.111%
Sharp	0.47%	0.486%
Beta	0.7%	1.009%
Alpha	-0.27%	-0.778%

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Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	HSBC Focused Fund - Regular Growth
Name	Pradeep Kesavan	Cheenu Gupta
Total AUM	₹434274 Cr	₹0 Cr
Fund Manage	43	9
	SBI Focused Equity Fund - Regular Plan -Growth	HSBC Focused Fund - Regular Growth

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	HSBC Focused Fund - Regular Growth
Others	17.81	6.31
Large Cap	43.99	31.93
Mid Cap	32.28	25.77
Small Cap	5.92	35.99

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	HSBC Focused Fund - Regular Growth
Others	17.81	6.31
Telecom - Services	5.87	-
Retailing	2.89	2.59
Banks	18.18	12.27
Automobiles	3.22	-
Cement & Cement Products	3.14	-
Auto Components	6.41	-
Capital Markets	0.08	5.62
Consumer Durables	2.21	11.95
Transport Services	0.42	-
Electrical Equipment	2.96	3.51
Personal Products	4.39	-
Finance	9.11	5.59
Chemicals & Petrochemicals	4.1	2.4
Pharmaceuticals & Biotechnology	4.55	10.08
Food Products	2.8	-
Transport Infrastructure	3.03	-
Textiles & Apparels	2.35	2.27
Insurance	2.74	-
Leisure Services	3.74	-
IT - Software	-	8.05
Healthcare Services	-	4.84
Diversified FMCG	-	2.62
Construction	-	2.03
Oil	-	2.7
Financial Technology (Fintech)	-	4.75
Industrial Manufacturing	-	4.64
Fertilizers & Agrochemicals	-	2.16
Commercial Services & Supplies	-	2.12
Industrial Products	-	3.5