UTI Focused Fund vs HSBC Focused Fund compare

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HSBC Focused Fund - Regular Growth

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UTI Focused Fund- Regular Plan - Growth Option

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Chart Comparison

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

Overview

Scheme Name	HSBC Focused Fund - Regular Growth	UTI Focused Fund- Regular Plan - Growth Option
Fund	HSBC Focused Fund - Regular Growth	UTI Focused Fund- Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹1628 Cr	₹2563 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	22 Jul 2020	25 Aug 2021
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	95%	39.82%
Expense Ratio	2.09	1.98
Manager	Cheenu Gupta	Deepesh Agarwal
ISIN Code	INF336L01PE6	INF789F1AUY5
Exits Load	HSBC Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	UTI 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	HSBC Focused Fund - Regular Growth	UTI Focused Fund- Regular Plan - Growth Option
1 Month	-5.62%	-1.63%
6 Month	-11.22%	-10.58%
1 Year	2.28%	6.57%
3 Year	11.88%	13.31%
5 Year	-	-

Scheme Name	HSBC Focused Fund - Regular Growth	UTI Focused Fund- Regular Plan - Growth Option
6 Month	-	-
1 Year	-11.89%	-7.45%
3 Year	12.37%	13.28%
5 Year	-	-

Scheme Name	HSBC Focused Fund - Regular Growth	UTI Focused Fund- Regular Plan - Growth Option
1 Year	21.56%	17.01%
3 Year	18.11%	14.5%
5 Year	-	-

Scheme Name	HSBC Focused Fund - Regular Growth	UTI Focused Fund- Regular Plan - Growth Option
Standard Deviation	15.111%	13.63%
Sharp	0.486%	0.547%
Beta	1.009%	0.916%
Alpha	-0.778%	0.08%

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Scheme Name	HSBC Focused Fund - Regular Growth	UTI Focused Fund- Regular Plan - Growth Option
Name	Cheenu Gupta	Deepesh Agarwal
Total AUM	₹0 Cr	₹35015 Cr
Fund Manage	9	9
	HSBC Focused Fund - Regular Growth	UTI Focused Fund- Regular Plan - Growth Option

Scheme Name	HSBC Focused Fund - Regular Growth	UTI Focused Fund- Regular Plan - Growth Option
Others	6.31	1.75
Large Cap	31.93	79.14
Small Cap	35.99	-
Mid Cap	25.77	19.08

Scheme Name	HSBC Focused Fund - Regular Growth	UTI Focused Fund- Regular Plan - Growth Option
Others	6.31	1.68
IT - Software	8.05	-
Retailing	2.59	-
Healthcare Services	4.84	-
Diversified FMCG	2.62	-
Pharmaceuticals & Biotechnology	10.08	-
Chemicals & Petrochemicals	2.4	-
Banks	12.27	-
Electrical Equipment	3.51	-
Construction	2.03	3.34
Oil	2.7	-
Consumer Durables	11.95	-
Financial Technology (Fintech)	4.75	-
Industrial Manufacturing	4.64	-
Fertilizers & Agrochemicals	2.16	-
Finance	5.59	-
Commercial Services & Supplies	2.12	-
Capital Markets	5.62	-
Textiles & Apparels	2.27	-
Industrial Products	3.5	-
Financial	-	26.46
Energy	-	6
Materials	-	3.76
Technology	-	9.05
Healthcare	-	5.64
Metals & Mining	-	1.84
Consumer Staples	-	6.27
Automobile	-	9.01
Capital Goods	-	8.13
Services	-	10.12
Communication	-	4.28
Chemicals	-	1.9
Insurance	-	2.49