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) ₹1688 Cr ₹2739 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 2.11 1.94
Manager Cheenu Gupta Deepesh Agarwal
ISIN Code INF336L01PE6 INF789F1AUY5
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 Exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name HSBC Focused Fund - Regular Growth UTI Focused Fund- Regular Plan - Growth Option
1 Month 3.24% 3.3%
6 Month 16.91% 22.04%
1 Year 40.34% 40.5%
3 Year 18.37% 17.3%
5 Year - -

SIP Return Analysis

Scheme Name HSBC Focused Fund - Regular Growth UTI Focused Fund- Regular Plan - Growth Option
6 Month - -
1 Year 14.17% 16.06%
3 Year 35.03% 35.77%
5 Year 49.61% 35.77%

Rolling Lumpsum Returns

Scheme Name HSBC Focused Fund - Regular Growth UTI Focused Fund- Regular Plan - Growth Option
1 Year 19.48% 17.18%
3 Year 46.47% 40.53%
5 Year 53.18% 40.53%

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

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

Sector Allocation

Scheme Name

HSBC Focused Fund - Regular Growth

UTI Focused Fund- Regular Plan - Growth Option

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

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