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360 ONE Focused Equity Fund Regular vs HDFC Focused 30 Fund compare

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tortoise-icon HDFC Focused Fund - GROWTH PLAN

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tortoise-icon 360 ONE Focused Fund Regular-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 -0.08% -1.88%
6 Month 3.65% -1.23%
1 Year 13.1% 5.85%
3 Year 21.44% 15.46%
5 Year 23.1% 14.5%

SIP Return Analysis

Scheme Name HDFC Focused Fund - GROWTH PLAN 360 ONE Focused Fund Regular-Growth
6 Month 1.72% -0.17%
1 Year 11.94% 4.46%
3 Year 17.51% 9.41%
5 Year 20.23% 12.33%

Rolling Lumpsum Returns

Scheme Name HDFC Focused Fund - GROWTH PLAN 360 ONE Focused Fund Regular-Growth
1 Year 14.78% 13.19%
3 Year 13.38% 16.32%
5 Year 12.4% 18.11%

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 15.92 2.31
Small Cap 11.69 10.6
Large Cap 68.6 76.54
Mid Cap 3.78 10.54

Sector Allocation

Scheme Name

HDFC Focused Fund - GROWTH PLAN

360 ONE Focused Fund Regular-Growth

Others 14.07 2.31
Financial Services 40.05 -
Industrials 5.1 -
Healthcare 6.7 -
Consumer Cyclical 20.38 -
Basic Materials 2.05 -
Real Estate 1.86 -
Communication Services 2.4 -
Utilities 2.78 -
Technology 4.61 -
Telecom - Services - 11.69
IT - Software - 3.61
Construction - 5.86
Finance - 15.03
Banks - 21.18
Leisure Services - 2.34
Electrical Equipment - 9.71
Auto Components - 3.49
Oil - 2
Automobiles - 2.28
Diversified Metals - 2.76
Fertilizers & Agrochemicals - 1.07
Consumer Durables - 3.18
Commercial Services & Supplies - 1.33
Industrial Products - 3.58
Pharmaceuticals & Biotechnology - 2.14
Transport Services - 3.86
Retailing - 2.57

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