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 -8.53% -2.91%
6 Month -2.3% -6.58%
1 Year 11.05% 10.34%
3 Year 12.25% 12.37%
5 Year - -

SIP Return Analysis

Scheme Name HSBC Focused Fund - Regular Growth UTI Focused Fund- Regular Plan - Growth Option
6 Month - -
1 Year 4.62% 0.09%
3 Year 18.66% 15.92%
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 7.8 1.75
Large Cap 37.49 79.14
Small Cap 37.82 -
Mid Cap 16.89 19.08

Sector Allocation

Scheme Name

HSBC Focused Fund - Regular Growth

UTI Focused Fund- Regular Plan - Growth Option

Others 7.8 1.68
IT - Software 8.04 -
Retailing 2.26 -
Healthcare Services 4.86 -
Diversified FMCG 2.81 -
Pharmaceuticals & Biotechnology 7.96 -
Chemicals & Petrochemicals 2.64 -
Banks 12.64 -
Electrical Equipment 2.97 -
Construction 2.24 3.34
Oil 2.89 -
Consumer Durables 12.86 -
Financial Technology (Fintech) 4.27 -
Industrial Manufacturing 4.03 -
Fertilizers & Agrochemicals 2.34 -
Finance 5.64 -
Commercial Services & Supplies 2.07 -
Capital Markets 5.58 -
Textiles & Apparels 2.7 -
Industrial Products 3.4 -
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

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