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) | ₹26230 Cr | ₹7364 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 | -0.81% | -1.36% |
| 6 Month | 4.35% | 1.78% |
| 1 Year | 7.16% | -1.05% |
| 3 Year | 20.48% | 15.11% |
| 5 Year | 24.02% | 16.46% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 6 Month | 2.21% | 0.84% |
| 1 Year | 15.13% | 9.58% |
| 3 Year | 19.01% | 11.6% |
| 5 Year | 21.14% | 13.54% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 1 Year | 14.91% | 13.38% |
| 3 Year | 13.3% | 16.38% |
| 5 Year | 12.35% | 18.17% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Standard Deviation | 9.72% | 12.00% |
| Sharp | 1.31% | 0.69% |
| Beta | 0.72% | 0.87% |
| Alpha | 6.50% | 0.72% |
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 | 14.67 | 13.5 |
| Small Cap | 12.5 | 11.38 |
| Large Cap | 69.27 | 64.89 |
| Mid Cap | 3.56 | 10.23 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Others | 12.73 | 5.55 |
| Financial Services | 39.92 | 34.17 |
| Real Estate | 1.94 | - |
| Industrials | 4.92 | 19.67 |
| Healthcare | 7.07 | 3.31 |
| Consumer Cyclical | 21.45 | 12.95 |
| Basic Materials | 2.33 | 4.67 |
| Communication Services | 2.45 | 10.7 |
| Utilities | 2.75 | - |
| Technology | 4.45 | 6.85 |
| Energy | - | 2.12 |
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