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Side-by-side across returns, risk ratios, P/E and cost — the best value in each row gets a BEST tag.
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2/5 selectedHSBC Focused FundInvesco India Focused
Portfolio overlap
lower = better diversificationHSBC Focused × Invesco India Focused29.1%6 shared stocks · moderate
Overlap = combined weight of stocks both funds hold (sum of the smaller weight per shared stock), from each fund's latest disclosed top-25 holdings.
Funds
| Returns (CAGR) | ||||
1Y return | 11.3%BEST | 7.0% | ||
3Y return | 15.7% | 22.6%BEST | ||
5Y return | 13.0% | 16.0%BEST | ||
Since launch | 19.6% | 22.0%BEST | ||
| Vs category benchmark | ||||
1Y vs index | +8.5%BEST | +4.2% | ||
3Y vs index | +4.3% | +11.2%BEST | ||
5Y vs index | +2.7% | +5.8%BEST | ||
Benchmark used | Nifty 500 | Nifty 500 | ||
| Risk | ||||
Sharpe ratio | 0.69 | 0.98BEST | ||
Sortino ratio | 0.81 | 1.43BEST | ||
Std deviation | 16.77BEST | 17.69 | ||
Alpha | 3.33 | 9.11BEST | ||
Beta | 1.01 | 1.02 | ||
| Cost & size | ||||
Expense ratio | 1.04% | 0.73%BEST | ||
Fund size | ₹1.8k Cr | ₹6.1k CrBEST | ||
Portfolio P/E | 29.65BEST | 36.14 | ||
| Ratings | ||||
Value Research | ★★★★★ | ★★★★★BEST | ||
Morningstar | — | — | ||
| Details | ||||
Fund manager | Neelotpal Sahai, Sonal Gupta | Taher Badshah, Hiten Jain | ||
Benchmark | Nifty 500 TRI | BSE 500 TRI | ||
Riskometer | Very High | Very High | ||
Start date | 22 Jul 2020 | 30 Sept 2020 | ||
| Top 5 holdings | ||||
Biggest positions |
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