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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 | 5.92% | 9% |
| 6 Month | -1.69% | -10.2% |
| 1 Year | 13.39% | 4.75% |
| 3 Year | 12.16% | 13.06% |
| 5 Year | 21% | - |
SIP Return Analysis
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | -1.19% | -6.67% |
| 1 Year | -3.07% | -15.08% |
| 3 Year | 13.4% | 10.98% |
| 5 Year | 14.2% | - |
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 | 0.39% | 0.335% |
| Beta | 0.73% | 1.037% |
| Alpha | -0.42% | -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 | 23.8 | 11.94 |
| Small Cap | 8.33 | 35.21 |
| Large Cap | 38.05 | 32.27 |
| Mid Cap | 29.82 | 20.59 |
Sector Allocation
| Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 5.74 | 9.93 |
| Communication Services | 9.72 | - |
| Consumer Cyclical | 19.18 | 9.48 |
| Financial Services | 31.96 | 26.78 |
| Basic Materials | 6.93 | 5.42 |
| Industrials | 5.04 | 16.16 |
| Consumer Defensive | 6.57 | 3.03 |
| Healthcare | 7.85 | 13.33 |
| Utilities | 2.68 | - |
| Technology | 4.32 | 12.64 |
| Energy | - | 3.23 |
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