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SBI Focused Equity Fund vs HSBC Focused Fund compare
SBI Focused Equity Fund - Regular Plan -Growth
HSBC Focused Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Fund | SBI 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) | ₹34678 Cr | ₹1628 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 08 Oct 2004 | 22 Jul 2020 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 TRI | NIFTY 500 TRI |
| Turn Over | 12% | 95% |
| Expense Ratio | 1.57 | 2.09 |
| Manager | Pradeep Kesavan | Cheenu Gupta |
| ISIN Code | INF200K01370 | INF336L01PE6 |
| Exits Load | 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 | HSBC Focused 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 | SBI Focused Equity Fund - Regular Plan -Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Month | -3.72% | -6.41% |
| 6 Month | -7.15% | -17.15% |
| 1 Year | 9.08% | -2.23% |
| 3 Year | 10.88% | 11.99% |
| 5 Year | 16.26% | - |
SIP Return Analysis
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | -5.62% | -13.95% |
| 1 Year | -8.25% | -22.12% |
| 3 Year | 11.58% | 9.04% |
| 5 Year | 13.59% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Year | 16.6% | 21.56% |
| 3 Year | 15.37% | 18.11% |
| 5 Year | 16.58% | - |
Risk Management
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.03% | 16.134% |
| Sharp | 0.34% | 0.335% |
| Beta | 0.72% | 1.037% |
| Alpha | -0.88% | -1.531% |
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Fund Managers
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Name | Pradeep Kesavan | Cheenu Gupta |
| Total AUM | ₹434274 Cr | ₹0 Cr |
| Funds Managed | 43 | 9 |
| SBI Focused Equity Fund - Regular Plan -Growth | HSBC Focused Fund - Regular Growth |
Market Cap
| Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 25.53 | 11.94 |
| Small Cap | 8.08 | 35.21 |
| Large Cap | 34.41 | 32.27 |
| Mid Cap | 31.98 | 20.59 |
Sector Allocation
| Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 5.98 | 9.93 |
| Communication Services | 12.32 | - |
| Consumer Cyclical | 18.47 | 9.48 |
| Financial Services | 30.1 | 26.78 |
| Basic Materials | 7.64 | 5.42 |
| Industrials | 5.11 | 16.16 |
| Consumer Defensive | 6.43 | 3.03 |
| Healthcare | 8.04 | 13.33 |
| Utilities | 2.49 | - |
| Technology | 3.42 | 12.64 |
| Energy | - | 3.23 |
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