HSBC Focused Fund vs SBI Focused Equity Fund compare

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

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tortoise-icon 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) ₹35030 Cr ₹1688 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Oct 2004 22 Jul 2020
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 12% 95%
Expense Ratio 1.57 2.11
Manager Pradeep Kesavan Cheenu Gupta
ISIN Code INF200K01370 INF336L01PE6
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth HSBC Focused Fund - Regular Growth
1 Month 0.26% 3.24%
6 Month 18.64% 16.91%
1 Year 28.33% 40.34%
3 Year 12.97% 18.37%
5 Year 20.01% -

SIP Return Analysis

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth HSBC Focused Fund - Regular Growth
6 Month - -
1 Year 14.6% 14.17%
3 Year 29.99% 35.03%
5 Year 60.67% 49.61%

Rolling Lumpsum Returns

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth HSBC Focused Fund - Regular Growth
1 Year 19.8% 19.48%
3 Year 45.89% 46.47%
5 Year 65.97% 53.18%

Risk Management

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth HSBC Focused Fund - Regular Growth
Standard Deviation 12.03% 12.6%
Sharp 0.74% 0.85%
Beta 0.71% 1.04%
Alpha 0.22% -1.74%

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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 26.1 6.19
Mid Cap 35.83 19.26
Large Cap 36.81 54.9
Small Cap 1.26 19.65

Sector Allocation

Scheme Name

SBI Focused Equity Fund - Regular Plan -Growth

HSBC Focused Fund - Regular Growth

Services 13.09 8.02
Financial 32.95 21.32
Communication 9.67 -
Chemicals 5.32 1.15
Others 8.42 6.19
Consumer Staples 7.5 2.19
Healthcare 9.13 9.27
Automobile 3.64 6.4
Insurance 3.3 -
Materials 2.95 -
Textiles 2.04 -
Consumer Discretionary 1.99 8.88
Construction - 12.05
Energy - 8.95
Capital Goods - 6.14
Technology - 6.61
Metals & Mining - 2.83

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