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) ₹14968 Cr ₹34941 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 1.68 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

Trailing Lumpsum Returns

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN SBI Focused Equity Fund - Regular Plan -Growth
1 Month -0.29% 1.78%
6 Month 3.45% 2.86%
1 Year 25.71% 19.23%
3 Year 24.74% 10.15%
5 Year 22.7% 16.6%

SIP Return Analysis

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN SBI Focused Equity Fund - Regular Plan -Growth
6 Month - -
1 Year 16.25% 13.59%
3 Year 26.46% 17.43%
5 Year 27.92% 17.98%

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% 0.24%
Beta 0.77% 0.74%
Alpha 9.33% -4.49%

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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 13.27 17.81
Large Cap 66.47 43.99
Small Cap 16.75 5.92
Mid Cap 3.51 32.28

Sector Allocation

Scheme Name

HDFC Focused 30 Fund - GROWTH PLAN

SBI Focused Equity Fund - Regular Plan -Growth

Others 13.27 17.81
Telecom - Services 3.79 5.87
Banks 35.37 18.18
Realty 4.2 -
Agricultural, Commercial & Construction Vehicles 1.33 -
Pharmaceuticals & Biotechnology 7.92 4.55
Automobiles 8.52 3.22
Aerospace & Defense 0.57 -
Leisure Services 3.01 3.74
Ferrous Metals 1.74 -
Electrical Equipment 1.31 2.96
Healthcare Services 4.36 -
Insurance 4.55 2.74
Consumer Durables 1.7 2.21
Auto Components 2.28 6.41
IT - Software 4.63 -
Beverages 1.45 -
Retailing - 2.89
Cement & Cement Products - 3.14
Capital Markets - 0.08
Transport Services - 0.42
Personal Products - 4.39
Finance - 9.11
Chemicals & Petrochemicals - 4.1
Food Products - 2.8
Transport Infrastructure - 3.03
Textiles & Apparels - 2.35

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