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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 Focused28.7%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 | 7.2%BEST | 2.3% | ||
3Y return | 14.5% | 21.1%BEST | ||
5Y return | 12.5% | 14.9%BEST | ||
Since launch | 19.3% | 21.4%BEST | ||
| Vs category benchmark | ||||
1Y vs index | +9.3%BEST | +4.4% | ||
3Y vs index | +4.7% | +11.3%BEST | ||
5Y vs index | +3.0% | +5.4%BEST | ||
Benchmark used | Nifty 500 | Nifty 500 | ||
| Risk | ||||
Sharpe ratio | 0.70 | 0.99BEST | ||
Sortino ratio | 0.70 | 1.28BEST | ||
Std deviation | 16.77BEST | 17.69 | ||
Alpha | 3.33 | 9.10BEST | ||
Beta | 1.01 | 1.02 | ||
| Cost & size | ||||
Expense ratio | 1.04% | 0.70%BEST | ||
Fund size | ₹1.8k Cr | ₹6.5k CrBEST | ||
Portfolio P/E | 34.23BEST | 37.45 | ||
| Ratings | ||||
Value Research | ★★★★★ | ★★★★★BEST | ||
Morningstar | ★★★★★ | ★★★★★BEST | ||
| Details | ||||
Fund manager | Neelotpal Sahai | 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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