Tata Focused Equity Fund vs HSBC Focused Fund compare
Tata Focused Equity Fund-Regular Plan-Growth
HSBC Focused Fund - Regular Growth
Chart Comparison
| Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Fund | Tata 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) | ₹1848 Cr | ₹1754 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Dec 2019 | 22 Jul 2020 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 32.33% | 95% |
| Expense Ratio | 2.04 | 2.1 |
| Manager | Kapil Malhotra | Cheenu Gupta |
| ISIN Code | INF277K010Y2 | INF336L01PE6 |
| Exits Load | Tata 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 |
| Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Month | -6.52% | -8.53% |
| 6 Month | -5.57% | -2.3% |
| 1 Year | 8.83% | 11.05% |
| 3 Year | 12.98% | 12.25% |
| 5 Year | 16.84% | - |
| Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 1.77% | 4.62% |
| 3 Year | 17.53% | 18.66% |
| 5 Year | 19.2% | - |
| Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Year | 23.17% | 20.93% |
| 3 Year | 19.75% | 18.43% |
| 5 Year | - | - |
| Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.55% | 12.6% |
| Sharp | 0.97% | 0.85% |
| Beta | 0.96% | 1.04% |
| Alpha | -0.29% | -1.74% |
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| Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Name | Kapil Malhotra | Cheenu Gupta |
| Total AUM | ₹18472 Cr | ₹0 Cr |
| Fund Manage | 7 | 9 |
| Tata Focused Equity Fund-Regular Plan-Growth | HSBC Focused Fund - Regular Growth |
| Scheme Name |
Tata Focused Equity Fund-Regular Plan-Growth |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 4.67 | 7.8 |
| Large Cap | 57.48 | 37.49 |
| Small Cap | 16.32 | 37.82 |
| Mid Cap | 21.53 | 16.89 |
| Scheme Name |
Tata Focused Equity Fund-Regular Plan-Growth |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 4.67 | 7.8 |
| Energy | 12.19 | - |
| Automobile | 8.46 | - |
| Materials | 4.98 | - |
| Construction | 5.14 | 2.24 |
| Financial | 26.79 | - |
| Healthcare | 7.47 | - |
| Insurance | 2.16 | - |
| Technology | 9.76 | - |
| Capital Goods | 5.91 | - |
| Services | 12.47 | - |
| IT - Software | - | 8.04 |
| Retailing | - | 2.26 |
| Healthcare Services | - | 4.86 |
| Diversified FMCG | - | 2.81 |
| Pharmaceuticals & Biotechnology | - | 7.96 |
| Chemicals & Petrochemicals | - | 2.64 |
| Banks | - | 12.64 |
| Electrical Equipment | - | 2.97 |
| Oil | - | 2.89 |
| Consumer Durables | - | 12.86 |
| Financial Technology (Fintech) | - | 4.27 |
| Industrial Manufacturing | - | 4.03 |
| Fertilizers & Agrochemicals | - | 2.34 |
| Finance | - | 5.64 |
| Commercial Services & Supplies | - | 2.07 |
| Capital Markets | - | 5.58 |
| Textiles & Apparels | - | 2.7 |
| Industrial Products | - | 3.4 |
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