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HSBC Focused Fund vs Tata Focused Equity Fund compare

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tortoise-icon Tata 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 Tata Focused Equity Fund-Regular Plan-Growth HSBC Focused Fund - Regular Growth
Fund Tata 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) ₹1739 Cr ₹1628 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Dec 2019 22 Jul 2020
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 32.33% 95%
Expense Ratio 2.04 2.09
Manager Kapil Malhotra Cheenu Gupta
ISIN Code INF277K010Y2 INF336L01PE6
Exits Load Tata 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 Tata Focused Equity Fund-Regular Plan-Growth HSBC Focused Fund - Regular Growth
1 Month 2.55% 5.15%
6 Month -15.38% -15.46%
1 Year 1.75% 0.24%
3 Year 11.76% 11.28%
5 Year 25.07% -

SIP Return Analysis

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth HSBC Focused Fund - Regular Growth
6 Month -7.34% -9.18%
1 Year -12.21% -13.45%
3 Year 12.86% 12.64%
5 Year 15.85% -

Rolling Lumpsum Returns

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth HSBC Focused Fund - Regular Growth
1 Year 22.62% 21.56%
3 Year 19.32% 18.11%
5 Year 18.37% -

Risk Management

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth HSBC Focused Fund - Regular Growth
Standard Deviation 14.255% 16.134%
Sharp 0.518% 0.335%
Beta 0.995% 1.037%
Alpha -0.625% -1.531%

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Fund Managers

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth HSBC Focused Fund - Regular Growth
Name Kapil Malhotra Cheenu Gupta
Total AUM ₹18472 Cr ₹0 Cr
Funds Managed 7 9
Tata Focused Equity Fund-Regular Plan-Growth HSBC Focused Fund - Regular Growth

Market Cap

Scheme Name

Tata Focused Equity Fund-Regular Plan-Growth

HSBC Focused Fund - Regular Growth

Others 4.77 11.94
Large Cap 58.06 32.27
Small Cap 20.69 35.21
Mid Cap 16.49 20.59

Sector Allocation

Scheme Name

Tata Focused Equity Fund-Regular Plan-Growth

HSBC Focused Fund - Regular Growth

Others 4.77 9.93
Energy 4.04 3.23
Consumer Cyclical 16.91 9.48
Industrials 13.18 16.16
Financial Services 28.27 26.78
Healthcare 7.4 13.33
Communication Services 1.99 -
Basic Materials 2.32 5.42
Real Estate 2.06 -
Technology 12.7 12.64
Utilities 6.35 -
Consumer Defensive - 3.03

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