Tata Focused Equity Fund vs HSBC Focused Fund compare

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Tata Focused Equity Fund-Regular Plan-Growth

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HSBC Focused Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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 Risk	Very High Risk
Asset Size (Cr)	₹1739 Cr	₹1628 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	2.09
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	-2.27%	-5.62%
6 Month	-11.02%	-11.22%
1 Year	4.1%	2.28%
3 Year	13.38%	11.88%
5 Year	16.12%	-

Scheme Name	Tata Focused Equity Fund-Regular Plan-Growth	HSBC Focused Fund - Regular Growth
6 Month	-	-
1 Year	-10.84%	-11.92%
3 Year	12.55%	12.37%
5 Year	16.09%	-

Scheme Name	Tata Focused Equity Fund-Regular Plan-Growth	HSBC Focused Fund - Regular Growth
1 Year	22.62%	21.56%
3 Year	19.32%	18.11%
5 Year	18.37%	-

Scheme Name	Tata Focused Equity Fund-Regular Plan-Growth	HSBC Focused Fund - Regular Growth
Standard Deviation	14.255%	15.111%
Sharp	0.518%	0.486%
Beta	0.995%	1.009%
Alpha	-0.625%	-0.778%

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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	2.62	6.31
Large Cap	56.27	31.93
Small Cap	25.04	35.99
Mid Cap	16.07	25.77

Scheme Name	Tata Focused Equity Fund-Regular Plan-Growth	HSBC Focused Fund - Regular Growth
Others	2.62	6.31
Petroleum Products	3.62	-
Auto Components	5.32	-
Construction	10.06	2.03
Banks	22.3	12.27
Healthcare Services	1.99	4.84
Insurance	1.94	-
Finance	2.1	5.59
Entertainment	2.22	-
Agricultural, Commercial & Construction Vehicles	3.01	-
Consumer Durables	5.43	11.95
Pharmaceuticals & Biotechnology	5.39	10.08
Cement & Cement Products	2.15	-
Realty	2.3	-
Retailing	8.36	2.59
IT - Software	8.45	8.05
Commercial Services & Supplies	3.97	2.12
Power	6.08	-
Leisure Services	2.69	-
Diversified FMCG	-	2.62
Chemicals & Petrochemicals	-	2.4
Electrical Equipment	-	3.51
Oil	-	2.7
Financial Technology (Fintech)	-	4.75
Industrial Manufacturing	-	4.64
Fertilizers & Agrochemicals	-	2.16
Capital Markets	-	5.62
Textiles & Apparels	-	2.27
Industrial Products	-	3.5