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Aditya Birla Sun Life Focused Equity Fund vs HDFC Focused 30 Fund compare
HDFC Focused Fund - GROWTH PLAN
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Chart Comparison
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) | ₹22444 Cr | ₹7620 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Month | 3.26% | 3.15% |
| 6 Month | 14.52% | 12.4% |
| 1 Year | 5.64% | -0.93% |
| 3 Year | 21.57% | 14.81% |
| 5 Year | 28.13% | 18.94% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 6 Month | 4.57% | 3.01% |
| 1 Year | 15.71% | 9.17% |
| 3 Year | 21.4% | 15.23% |
| 5 Year | 23.19% | 14.73% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Year | 15.45% | 12.63% |
| 3 Year | 12.91% | 12.49% |
| 5 Year | 12.12% | 13.73% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Standard Deviation | 9.99% | 12.25% |
| Sharp | 1.39% | 0.69% |
| Beta | 0.72% | 0.91% |
| Alpha | 8.16% | 0.13% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 14.69 | 12.95 |
| Small Cap | 13.81 | 2.04 |
| Large Cap | 68.25 | 77.58 |
| Mid Cap | 3.25 | 7.44 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 11.94 | 4.42 |
| Financial Services | 39.52 | 30.55 |
| Real Estate | 2.76 | 2.4 |
| Industrials | 4.51 | 6.28 |
| Healthcare | 8.01 | 2.82 |
| Consumer Cyclical | 23.11 | 17.14 |
| Basic Materials | 2.8 | 4.82 |
| Communication Services | 2.68 | 4.62 |
| Utilities | 0.58 | 3.38 |
| Technology | 4.1 | 13.55 |
| Energy | - | 5.69 |
| Consumer Defensive | - | 4.32 |
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