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) | ₹26537 Cr | ₹7229 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 | -1.1% | -2.41% |
| 6 Month | 2.45% | -1.51% |
| 1 Year | 12.2% | 6.64% |
| 3 Year | 21.42% | 15.48% |
| 5 Year | 24% | 15.38% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 6 Month | -2.33% | -4.64% |
| 1 Year | 2.87% | -5.29% |
| 3 Year | 15.02% | 6.65% |
| 5 Year | 18.98% | 10.92% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 1 Year | 14.76% | 13.09% |
| 3 Year | 13.4% | 16.32% |
| 5 Year | 12.4% | 18.08% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Standard Deviation | 11.38% | 12.65% |
| Sharp | 1.48% | 0.84% |
| Beta | 0.71% | 0.87% |
| Alpha | 6.46% | 0.44% |
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 | 15.31 | 19.3 |
| Small Cap | 11.58 | 7.73 |
| Large Cap | 69.43 | 62.46 |
| Mid Cap | 3.68 | 10.52 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Others | 13.56 | 4.43 |
| Financial Services | 40.71 | 31.83 |
| Industrials | 5.25 | 15.87 |
| Healthcare | 6.49 | 2.15 |
| Consumer Cyclical | 20.44 | 18.48 |
| Basic Materials | 2.17 | 4.5 |
| Real Estate | 1.75 | - |
| Communication Services | 2.38 | 11.55 |
| Utilities | 2.69 | - |
| Technology | 4.56 | 7.85 |
| Energy | - | 1.99 |
| Consumer Defensive | - | 1.36 |
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