HSBC Focused Fund vs Tata Focused Equity Fund compare
Tata Focused Equity Fund-Regular Plan-Growth
HSBC Focused Fund - Regular Growth
Chart Comparison
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) | ₹1816 Cr | ₹1688 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 | 2.11 |
Manager | Kapil Malhotra | Cheenu Gupta |
ISIN Code | INF277K010Y2 | INF336L01PE6 |
Exits Load | For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days./365 | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 |
Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Month | 2.98% | 3.24% |
6 Month | 18.2% | 16.91% |
1 Year | 40.74% | 40.34% |
3 Year | 19.04% | 18.37% |
5 Year | - | - |
Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 14.36% | 14.17% |
3 Year | 35.49% | 35.03% |
5 Year | 64.44% | 49.61% |
Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Year | 24.31% | 19.48% |
3 Year | 54.89% | 46.47% |
5 Year | 73.86% | 53.18% |
Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.55% | 12.6% |
Sharp | 0.97% | 0.85% |
Beta | 0.96% | 1.04% |
Alpha | -0.29% | -1.74% |
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Get Free Experts GuidanceScheme Name | Tata Focused Equity Fund-Regular Plan-Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
Name | Kapil Malhotra | Cheenu Gupta |
Total AUM | ₹18472 Cr | ₹0 Cr |
Fund Manage | 7 | 9 |
Tata Focused Equity Fund-Regular Plan-Growth | HSBC Focused Fund - Regular Growth |
Scheme Name |
Tata Focused Equity Fund-Regular Plan-Growth |
HSBC Focused Fund - Regular Growth |
---|---|---|
Large Cap | 57.48 | 54.9 |
Others | 4.67 | 6.19 |
Small Cap | 16.32 | 19.65 |
Mid Cap | 21.53 | 19.26 |
Scheme Name |
Tata Focused Equity Fund-Regular Plan-Growth |
HSBC Focused Fund - Regular Growth |
---|---|---|
Technology | 9.76 | 6.61 |
Financial | 26.79 | 21.32 |
Energy | 12.19 | 8.95 |
Others | 4.67 | 6.19 |
Capital Goods | 5.91 | 6.14 |
Automobile | 8.46 | 6.4 |
Services | 12.47 | 8.02 |
Construction | 5.14 | 12.05 |
Healthcare | 7.47 | 9.27 |
Materials | 4.98 | - |
Insurance | 2.16 | - |
Consumer Discretionary | - | 8.88 |
Metals & Mining | - | 2.83 |
Consumer Staples | - | 2.19 |
Chemicals | - | 1.15 |
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