HSBC Focused Fund vs SBI Focused Equity Fund compare

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

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	HSBC Focused Fund - Regular Growth
1 Month	4.5%	7.5%
6 Month	5.5%	11.98%
1 Year	21.47%	27.11%
3 Year	10.67%	17.33%
5 Year	17.5%	-

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	HSBC Focused Fund - Regular Growth
6 Month	-	-
1 Year	20.59%	26.71%
3 Year	19.63%	25.81%
5 Year	19.08%	-

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%	-

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	-4.49%	-1.74%

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	6.19
Large Cap	43.99	54.9
Mid Cap	32.28	19.26
Small Cap	5.92	19.65

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	HSBC Focused Fund - Regular Growth
Others	17.81	6.19
Telecom - Services	5.87	-
Retailing	2.89	-
Banks	18.18	-
Automobiles	3.22	-
Cement & Cement Products	3.14	-
Auto Components	6.41	-
Capital Markets	0.08	-
Consumer Durables	2.21	-
Transport Services	0.42	-
Electrical Equipment	2.96	-
Personal Products	4.39	-
Finance	9.11	-
Chemicals & Petrochemicals	4.1	-
Pharmaceuticals & Biotechnology	4.55	-
Food Products	2.8	-
Transport Infrastructure	3.03	-
Textiles & Apparels	2.35	-
Insurance	2.74	-
Leisure Services	3.74	-
Energy	-	8.95
Technology	-	6.61
Construction	-	12.05
Financial	-	21.32
Consumer Staples	-	2.19
Automobile	-	6.4
Healthcare	-	9.27
Services	-	8.02
Consumer Discretionary	-	8.88
Capital Goods	-	6.14
Chemicals	-	1.15
Metals & Mining	-	2.83