SBI Focused Equity Fund vs HDFC Focused 30 Fund compare

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HDFC Focused 30 Fund - GROWTH PLAN

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SBI Focused Equity Fund - Regular Plan -Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	SBI Focused Equity Fund - Regular Plan -Growth
Fund	HDFC Focused 30 Fund - GROWTH PLAN	SBI Focused Equity Fund - Regular Plan -Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹15688 Cr	₹34678 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	17 Sep 2004	08 Oct 2004
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	BSE 500 TRI
Turn Over	24.96%	12%
Expense Ratio	1.67	1.57
Manager	Dhruv Muchhal	Pradeep Kesavan
ISIN Code	INF179K01574	INF200K01370
Exits Load	HDFC Focused 30 Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	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

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	SBI Focused Equity Fund - Regular Plan -Growth
1 Month	6.44%	5.92%
6 Month	0.09%	-1.69%
1 Year	17.38%	13.35%
3 Year	21.97%	12.16%
5 Year	30.17%	21.01%

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	SBI Focused Equity Fund - Regular Plan -Growth
6 Month	3.23%	1.89%
1 Year	6.95%	3.62%
3 Year	23.08%	15.8%
5 Year	25.42%	15.69%

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	SBI Focused Equity Fund - Regular Plan -Growth
1 Year	16.01%	16.6%
3 Year	12.6%	15.37%
5 Year	11.81%	16.58%

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	SBI Focused Equity Fund - Regular Plan -Growth
Standard Deviation	11.245%	12.03%
Sharp	1.3%	0.39%
Beta	0.756%	0.73%
Alpha	9.571%	-0.42%

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Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	SBI Focused Equity Fund - Regular Plan -Growth
Name	Dhruv Muchhal	Pradeep Kesavan
Total AUM	₹520687 Cr	₹434274 Cr
Funds Managed	40	43
	HDFC Focused 30 Fund - GROWTH PLAN	SBI Focused Equity Fund - Regular Plan -Growth

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	SBI Focused Equity Fund - Regular Plan -Growth
Others	16.06	23.8
Small Cap	13.92	8.33
Large Cap	66.22	38.05
Mid Cap	3.81	29.82

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	SBI Focused Equity Fund - Regular Plan -Growth
Others	13.91	5.74
Communication Services	3.65	9.72
Financial Services	39.06	31.96
Industrials	3.31	5.04
Healthcare	10.65	7.85
Consumer Cyclical	20.08	19.18
Basic Materials	2.77	6.93
Technology	4.43	4.32
Real Estate	2.12	-
Consumer Defensive	0	6.57
Utilities	-	2.68