Mirae Asset Focused Fund Regular Plan Growth vs HSBC Focused Fund compare

Overview

Scheme Name	HSBC Focused Fund - Regular Growth	Mirae Asset Focused Fund Regular Plan Growth
Fund	HSBC Focused Fund - Regular Growth	Mirae Asset Focused Fund Regular Plan Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1688 Cr	₹8261 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	22 Jul 2020	05 May 2019
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	95%	34%
Expense Ratio	2.11	1.75
Manager	Cheenu Gupta	Gaurav Misra
ISIN Code	INF336L01PE6	INF769K01ES4
Exits Load	Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365	I. For investors who have opted for SWP under the plan: a) 15% of the units allotted (including Switch-in/STP - in) on or before completion of 365 days from the date of allotment of units: Nil. b) Any redemption in excess of such limits in the first 365 d/365

Scheme Name	HSBC Focused Fund - Regular Growth	Mirae Asset Focused Fund Regular Plan Growth
1 Month	3.24%	2.34%
6 Month	16.91%	15.48%
1 Year	40.34%	23.22%
3 Year	18.37%	10.98%
5 Year	-	19.17%

Scheme Name	HSBC Focused Fund - Regular Growth	Mirae Asset Focused Fund Regular Plan Growth
6 Month	-	-
1 Year	14.17%	7.32%
3 Year	35.03%	16.45%
5 Year	49.61%	46.27%

Scheme Name	HSBC Focused Fund - Regular Growth	Mirae Asset Focused Fund Regular Plan Growth
1 Year	20.52%	15.92%
3 Year	18.45%	17%
5 Year	-	18.48%

Scheme Name	HSBC Focused Fund - Regular Growth	Mirae Asset Focused Fund Regular Plan Growth
Standard Deviation	12.6%	11.06%
Sharp	0.85%	0.46%
Beta	1.04%	0.81%
Alpha	-1.74%	-5.69%

Scheme Name	HSBC Focused Fund - Regular Growth	Mirae Asset Focused Fund Regular Plan Growth
Name	Cheenu Gupta	Gaurav Misra
Total AUM	₹0 Cr	₹45211 Cr
Fund Manage	9	2
	HSBC Focused Fund - Regular Growth	Mirae Asset Focused Fund Regular Plan Growth

Scheme Name	HSBC Focused Fund - Regular Growth	Mirae Asset Focused Fund Regular Plan Growth
Others	6.19	5.04
Large Cap	54.9	37.29
Mid Cap	19.26	29.67
Small Cap	19.65	27.99

Scheme Name	HSBC Focused Fund - Regular Growth	Mirae Asset Focused Fund Regular Plan Growth
Others	6.19	5.04
Energy	8.95	-
Technology	6.61	-
Construction	12.05	2.64
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	-
Realty	-	1.87
IT - Software	-	12.76
Finance	-	1.67
Capital Markets	-	1.92
Banks	-	23.14
Pharmaceuticals & Biotechnology	-	2.38
Auto Components	-	3.11
Chemicals & Petrochemicals	-	2.69
Retailing	-	7.25
Consumer Durables	-	2.5
Electrical Equipment	-	3.87
Insurance	-	2.86
Gas	-	2.18
Telecom - Services	-	3.87
Healthcare Services	-	2.88
Automobiles	-	2.05
Industrial Products	-	4.8
Leisure Services	-	4.14
Cement & Cement Products	-	2.59
Financial Technology (Fintech)	-	3.78