360 ONE Focused Equity Fund Regular vs HDFC Focused 30 Fund compare
HDFC Focused Fund - GROWTH PLAN
360 ONE Focused Fund Regular-Growth
Chart Comparison
Overview
Scheme Name | HDFC Focused Fund - GROWTH PLAN | 360 ONE Focused Fund Regular-Growth |
---|---|---|
Fund | HDFC Focused Fund - GROWTH PLAN | 360 ONE Focused Fund Regular-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Average |
Asset Size (Cr) | ₹22444 Cr | ₹7265 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 17 Sep 2004 | 24 Oct 2014 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | BSE 500 TRI |
Turn Over | 24.96% | % |
Expense Ratio | 1.67 | 1.78 |
Manager | Dhruv Muchhal | Mayur Patel |
ISIN Code | INF179K01574 | INF579M01878 |
Exits Load | HDFC Focused 30 Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 360 ONE Focused Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Focused Fund - GROWTH PLAN | 360 ONE Focused Fund Regular-Growth |
---|---|---|
1 Month | 3.26% | 3.3% |
6 Month | 14.52% | 11.67% |
1 Year | 5.64% | -4.86% |
3 Year | 21.57% | 15.65% |
5 Year | 28.13% | 21.01% |
SIP Return Analysis
Scheme Name | HDFC Focused Fund - GROWTH PLAN | 360 ONE Focused Fund Regular-Growth |
---|---|---|
6 Month | 4.57% | 3.13% |
1 Year | 15.71% | 8.46% |
3 Year | 21.4% | 13.93% |
5 Year | 23.19% | 15.22% |
Rolling Lumpsum Returns
Scheme Name | HDFC Focused Fund - GROWTH PLAN | 360 ONE Focused Fund Regular-Growth |
---|---|---|
1 Year | 15.45% | 14.63% |
3 Year | 12.91% | 16.5% |
5 Year | 12.12% | 17.91% |
Risk Management
Scheme Name | HDFC Focused Fund - GROWTH PLAN | 360 ONE Focused Fund Regular-Growth |
---|---|---|
Standard Deviation | 9.99% | 12.28% |
Sharp | 1.39% | 0.68% |
Beta | 0.72% | 0.87% |
Alpha | 8.16% | 1.45% |
Fund Managers
Scheme Name | HDFC Focused Fund - GROWTH PLAN | 360 ONE Focused Fund Regular-Growth |
---|---|---|
Name | Dhruv Muchhal | Mayur Patel |
Total AUM | ₹520687 Cr | ₹6984 Cr |
Funds Managed | 40 | 3 |
HDFC Focused Fund - GROWTH PLAN | 360 ONE Focused Fund Regular-Growth |
Market Cap
Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
360 ONE Focused Fund Regular-Growth |
---|---|---|
Others | 14.69 | 12.55 |
Small Cap | 13.81 | 13.69 |
Large Cap | 68.25 | 65.21 |
Mid Cap | 3.25 | 8.56 |
Sector Allocation
Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
360 ONE Focused Fund Regular-Growth |
---|---|---|
Others | 11.94 | 5.82 |
Financial Services | 39.52 | 30.89 |
Real Estate | 2.76 | - |
Industrials | 4.51 | 16.62 |
Healthcare | 8.01 | 6.4 |
Consumer Cyclical | 23.11 | 15.24 |
Basic Materials | 2.8 | 3.8 |
Communication Services | 2.68 | 11.02 |
Utilities | 0.58 | 0.92 |
Technology | 4.1 | 7.49 |
Energy | - | 1.81 |
Consumer Defensive | - | 0 |
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