HSBC Focused Fund vs SBI Focused Equity Fund compare

Link copied to clipboard!

tortoise-icon SBI Focused Equity Fund - Regular Plan -Growth

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 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) ₹34941 Cr ₹1754 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 2.1
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

Trailing Lumpsum Returns

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth HSBC Focused Fund - Regular Growth
1 Month -4.36% -8.58%
6 Month -1.64% -1.36%
1 Year 15.53% 14.3%
3 Year 9.13% 11.69%
5 Year 15.79% -

SIP Return Analysis

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth HSBC Focused Fund - Regular Growth
6 Month - -
1 Year 5.79% 4.82%
3 Year 15.17% 18.83%
5 Year 16.27% -

Rolling Lumpsum Returns

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth HSBC Focused Fund - Regular Growth
1 Year 16.48% 20.93%
3 Year 15.47% 18.43%
5 Year 16.6% -

Risk Management

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth HSBC Focused Fund - Regular Growth
Standard Deviation 12.03% 12.6%
Sharp 0.24% 0.85%
Beta 0.74% 1.04%
Alpha -3.33% -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 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

Market Cap

Scheme Name

SBI Focused Equity Fund - Regular Plan -Growth

HSBC Focused Fund - Regular Growth

Others 17.81 7.8
Large Cap 43.99 37.49
Mid Cap 32.28 16.89
Small Cap 5.92 37.82

Sector Allocation

Scheme Name

SBI Focused Equity Fund - Regular Plan -Growth

HSBC Focused Fund - Regular Growth

Others 17.81 7.8
Telecom - Services 5.87 -
Retailing 2.89 2.26
Banks 18.18 12.64
Automobiles 3.22 -
Cement & Cement Products 3.14 -
Auto Components 6.41 -
Capital Markets 0.08 5.58
Consumer Durables 2.21 12.86
Transport Services 0.42 -
Electrical Equipment 2.96 2.97
Personal Products 4.39 -
Finance 9.11 5.64
Chemicals & Petrochemicals 4.1 2.64
Pharmaceuticals & Biotechnology 4.55 7.96
Food Products 2.8 -
Transport Infrastructure 3.03 -
Textiles & Apparels 2.35 2.7
Insurance 2.74 -
Leisure Services 3.74 -
IT - Software - 8.04
Healthcare Services - 4.86
Diversified FMCG - 2.81
Construction - 2.24
Oil - 2.89
Financial Technology (Fintech) - 4.27
Industrial Manufacturing - 4.03
Fertilizers & Agrochemicals - 2.34
Commercial Services & Supplies - 2.07
Industrial Products - 3.4

Top Comparisons

Aditya Birla Sun Life Infrastructure Fund-Growth Aditya Birla Sun Life Infrastructure Fund-Growth

3Y Returns19.81%

VS

HSBC Infrastructure Fund - Regular Growth HSBC Infrastructure Fund - Regular Growth

3Y Returns20.98%

Compare Now

Sundaram ELSS Tax Saver Fund Regular Growth Sundaram ELSS Tax Saver Fund Regular Growth

3Y Returns11.05%

VS

Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth

3Y Returns11.05%

Compare Now

SBI Equity Minimum Variance Fund - Regular Plan - Growth SBI Equity Minimum Variance Fund - Regular Plan - Growth

3Y Returns12.09%

VS

UTI-Transpotation and Logistics  Fund-Growth Option UTI-Transpotation and Logistics Fund-Growth Option

3Y Returns20.05%

Compare Now

INVESCO INDIA GOLD ETF FUND OF FUND- Growth INVESCO INDIA GOLD ETF FUND OF FUND- Growth

3Y Returns16.58%

VS

DSP GOLD ETF FUND OF FUND REGULAR PLAN GROWTH DSP GOLD ETF FUND OF FUND REGULAR PLAN GROWTH

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully