Aditya Birla Sun Life Focused Equity Fund vs HDFC Focused 30 Fund compare

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HDFC Focused Fund - GROWTH PLAN

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Aditya Birla Sun Life Focused Equity Fund -Growth Option

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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	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Fund	HDFC Focused Fund - GROWTH PLAN	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹20868 Cr	₹8055 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	17 Sep 2004	24 Oct 2005
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	24.96%	45%
Expense Ratio	1.67	1.82
Manager	Dhruv Muchhal	Dhaval Joshi
ISIN Code	INF179K01574	INF209K01462
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	Aditya Birla Sun Life Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Month	-1.3%	-3.22%
6 Month	9.52%	7.44%
1 Year	6.77%	0.6%
3 Year	23.65%	16.27%
5 Year	28.19%	19.18%

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month	4.36%	2.86%
1 Year	10.45%	3.82%
3 Year	21.84%	15.7%
5 Year	24.08%	15.48%

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year	15.65%	12.74%
3 Year	12.76%	12.42%
5 Year	12.06%	13.62%

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Standard Deviation	10.70%	12.25%
Sharp	1.75%	1.12%
Beta	0.74%	0.89%
Alpha	8.24%	0.33%

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Scheme Name	HDFC Focused Fund - GROWTH PLAN	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Name	Dhruv Muchhal	Dhaval Joshi
Total AUM	₹520687 Cr	₹361932 Cr
Funds Managed	40	55
	HDFC Focused Fund - GROWTH PLAN	Aditya Birla Sun Life Focused Equity Fund -Growth Option

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Others	16.07	13.4
Small Cap	14.1	2.05
Large Cap	66.51	75.86
Mid Cap	3.32	8.69

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Others	13.35	4.23
Financial Services	39.93	31.19
Real Estate	2.72	2.43
Industrials	4.16	6.19
Healthcare	7.43	2.65
Consumer Cyclical	22.84	16.8
Basic Materials	2.91	4.64
Communication Services	2.89	4.66
Technology	3.75	13.86
Energy	-	5.89
Consumer Defensive	-	4.2
Utilities	-	3.25