Tata Focused Equity Fund vs HSBC Focused Fund compare

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tortoise-icon Tata Focused Equity Fund-Regular Plan-Growth

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tortoise-icon 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 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

Trailing Lumpsum Returns

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth HSBC Focused Fund - Regular Growth
1 Month 1.5% 4.78%
6 Month 4.94% 9.14%
1 Year 18.26% 23.88%
3 Year 16.94% 16.9%
5 Year 18.4% -

SIP Return Analysis

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth HSBC Focused Fund - Regular Growth
6 Month - -
1 Year 13.26% 21.66%
3 Year 21.6% 24.23%
5 Year - -

Rolling Lumpsum Returns

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 - -

Risk Management

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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Fund Managers

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

Market Cap

Scheme Name

Tata Focused Equity Fund-Regular Plan-Growth

HSBC Focused Fund - Regular Growth

Others 4.67 6.19
Large Cap 57.48 54.9
Small Cap 16.32 19.65
Mid Cap 21.53 19.26

Sector Allocation

Scheme Name

Tata Focused Equity Fund-Regular Plan-Growth

HSBC Focused Fund - Regular Growth

Others 4.67 6.19
Energy 12.19 8.95
Automobile 8.46 6.4
Materials 4.98 -
Construction 5.14 12.05
Financial 26.79 21.32
Healthcare 7.47 9.27
Insurance 2.16 -
Technology 9.76 6.61
Capital Goods 5.91 6.14
Services 12.47 8.02
Consumer Staples - 2.19
Consumer Discretionary - 8.88
Chemicals - 1.15
Metals & Mining - 2.83

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