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) ₹1816 Cr ₹1688 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 2.11
Manager Kapil Malhotra Cheenu Gupta
ISIN Code INF277K010Y2 INF336L01PE6
Exits Load For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days./365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth HSBC Focused Fund - Regular Growth
1 Month 2.98% 3.24%
6 Month 18.2% 16.91%
1 Year 40.74% 40.34%
3 Year 19.04% 18.37%
5 Year - -

SIP Return Analysis

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth HSBC Focused Fund - Regular Growth
6 Month - -
1 Year 14.36% 14.17%
3 Year 35.49% 35.03%
5 Year 64.44% 49.61%

Rolling Lumpsum Returns

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth HSBC Focused Fund - Regular Growth
1 Year 23.12% 20.52%
3 Year 19.81% 18.45%
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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