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	Very High
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	6.96%	6.06%
6 Month	-14.12%	-14.72%
1 Year	3.54%	5.76%
3 Year	13.03%	15.23%
5 Year	-	-

Scheme Name	HSBC Focused Fund - Regular Growth	UTI Focused Fund- Regular Plan - Growth Option
6 Month	-9.18%	-3.75%
1 Year	-13.45%	-8.97%
3 Year	12.64%	13.31%
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	16.134%	13.63%
Sharp	0.335%	0.547%
Beta	1.037%	0.916%
Alpha	-1.531%	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
Funds Managed	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	11.94	2.2
Large Cap	32.27	74.03
Small Cap	35.21	1.79
Mid Cap	20.59	21.98

Scheme Name	HSBC Focused Fund - Regular Growth	UTI Focused Fund- Regular Plan - Growth Option
Others	9.93	2.2
Technology	12.64	11.08
Consumer Cyclical	9.48	11.33
Healthcare	13.33	5.83
Consumer Defensive	3.03	7.15
Basic Materials	5.42	5.06
Financial Services	26.78	32.25
Industrials	16.16	10.39
Energy	3.23	2.9
Real Estate	-	2.62
Communication Services	-	5.15
Utilities	-	4.04