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	Very High
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	5.99%	6.96%
6 Month	-5.82%	-14.12%
1 Year	11.52%	3.54%
3 Year	12.42%	13.03%
5 Year	22.15%	-

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	HSBC Focused Fund - Regular Growth
6 Month	-0.77%	-9.18%
1 Year	0.34%	-13.45%
3 Year	15.07%	12.64%
5 Year	15.58%	-

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%	16.134%
Sharp	0.34%	0.335%
Beta	0.72%	1.037%
Alpha	-0.88%	-1.531%

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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
Funds Managed	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	25.53	11.94
Small Cap	8.08	35.21
Large Cap	34.41	32.27
Mid Cap	31.98	20.59

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	HSBC Focused Fund - Regular Growth
Others	5.98	9.93
Communication Services	12.32	-
Consumer Cyclical	18.47	9.48
Financial Services	30.1	26.78
Basic Materials	7.64	5.42
Industrials	5.11	16.16
Consumer Defensive	6.43	3.03
Healthcare	8.04	13.33
Utilities	2.49	-
Technology	3.42	12.64
Energy	-	3.23