UTI Focused Fund vs HSBC Focused Fund compare

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tortoise-icon HSBC Focused Fund - Regular Growth

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tortoise-icon 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 Very High
Asset Size (Cr) ₹1754 Cr ₹2687 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 2.1 1.95
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

Trailing Lumpsum Returns

Scheme Name HSBC Focused Fund - Regular Growth UTI Focused Fund- Regular Plan - Growth Option
1 Month 4.78% 0.32%
6 Month 9.14% -1.21%
1 Year 23.88% 14.9%
3 Year 16.9% 14.09%
5 Year - -

SIP Return Analysis

Scheme Name HSBC Focused Fund - Regular Growth UTI Focused Fund- Regular Plan - Growth Option
6 Month - -
1 Year 21.66% 5.8%
3 Year 24.23% 17.94%
5 Year - -

Rolling Lumpsum Returns

Scheme Name HSBC Focused Fund - Regular Growth UTI Focused Fund- Regular Plan - Growth Option
1 Year 20.93% 17.21%
3 Year 18.43% 16.74%
5 Year - -

Risk Management

Scheme Name HSBC Focused Fund - Regular Growth UTI Focused Fund- Regular Plan - Growth Option
Standard Deviation 12.6% 12.68%
Sharp 0.85% 0.81%
Beta 1.04% 0.83%
Alpha -1.74% -1.27%

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Fund Managers

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

Market Cap

Scheme Name

HSBC Focused Fund - Regular Growth

UTI Focused Fund- Regular Plan - Growth Option

Others 6.19 1.75
Large Cap 54.9 79.14
Mid Cap 19.26 19.08
Small Cap 19.65 -

Sector Allocation

Scheme Name

HSBC Focused Fund - Regular Growth

UTI Focused Fund- Regular Plan - Growth Option

Others 6.19 1.68
Energy 8.95 6
Technology 6.61 9.05
Construction 12.05 3.34
Financial 21.32 26.46
Consumer Staples 2.19 6.27
Automobile 6.4 9.01
Healthcare 9.27 5.64
Services 8.02 10.12
Consumer Discretionary 8.88 -
Capital Goods 6.14 8.13
Chemicals 1.15 1.9
Metals & Mining 2.83 1.84
Materials - 3.76
Communication - 4.28
Insurance - 2.49

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