SBI Focused Equity Fund vs HDFC Focused 30 Fund compare

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tortoise-icon HDFC Focused 30 Fund - GROWTH PLAN

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tortoise-icon 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) ₹13127 Cr ₹35030 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 05 Sep 2004 01 Oct 2004
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI BSE 500
Turn Over 24.96% 12%
Expense Ratio 1.68 1.57
Manager Dhruv Muchhal Pradeep Kesavan
ISIN Code INF179K01574 INF200K01370
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 1% if redeemed within 1 year/365

Trailing Lumpsum Returns

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN SBI Focused Equity Fund - Regular Plan -Growth
1 Month -3.03% -3.81%
6 Month 10.1% 6.88%
1 Year 34.74% 20.32%
3 Year 23% 8.18%
5 Year 22.18% 16.4%

SIP Return Analysis

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN SBI Focused Equity Fund - Regular Plan -Growth
6 Month - -
1 Year 28.04% 19.59%
3 Year 29.25% 18.45%
5 Year 29.17% 18.68%

Rolling Lumpsum Returns

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN SBI Focused Equity Fund - Regular Plan -Growth
1 Year 15.41% 16.48%
3 Year 12.4% 15.47%
5 Year 11.56% 16.6%

Risk Management

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN SBI Focused Equity Fund - Regular Plan -Growth
Standard Deviation 11.38% 12.03%
Sharp 1.69% 0.35%
Beta 0.77% 0.7%
Alpha 9.33% -2.2%

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Fund Managers

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
Fund Manage 40 43
HDFC Focused 30 Fund - GROWTH PLAN SBI Focused Equity Fund - Regular Plan -Growth

Market Cap

Scheme Name

HDFC Focused 30 Fund - GROWTH PLAN

SBI Focused Equity Fund - Regular Plan -Growth

Others 12.85 26.1
Large Cap 69.63 36.81
Small Cap 13.95 1.26
Mid Cap 3.57 35.83

Sector Allocation

Scheme Name

HDFC Focused 30 Fund - GROWTH PLAN

SBI Focused Equity Fund - Regular Plan -Growth

Others 9.31 8.42
Telecom - Services 3.87 -
IT - Software 9.03 -
Banks 36.33 -
Realty 5.83 -
Agricultural, Commercial & Construction Vehicles 1.26 -
Pharmaceuticals & Biotechnology 8.48 -
Automobiles 4.23 -
Aerospace & Defense 2.3 -
Electrical Equipment 1.35 -
Healthcare Services 4.88 -
Insurance 3.98 3.3
IT - Services 0.6 -
Transport Services 0.6 -
Consumer Durables 2.01 -
Auto Components 2.59 -
Leisure Services 2.18 -
Beverages 1.17 -
Financial - 32.95
Communication - 9.67
Materials - 2.95
Consumer Discretionary - 1.99
Services - 13.09
Consumer Staples - 7.5
Automobile - 3.64
Chemicals - 5.32
Healthcare - 9.13
Textiles - 2.04

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