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

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tortoise-icon HDFC Focused 30 Fund - GROWTH PLAN

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tortoise-icon 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 30 Fund - GROWTH PLAN Aditya Birla Sun Life Focused Equity Fund -Growth Option
Fund HDFC Focused 30 Fund - GROWTH PLAN Aditya Birla Sun Life Focused Equity Fund -Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹15688 Cr ₹7354 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 30 Fund - GROWTH PLAN Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Month 5.35% 8.03%
6 Month -0.52% -2.41%
1 Year 15.47% 11.97%
3 Year 24.55% 16.74%
5 Year 31.11% 22.13%

SIP Return Analysis

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month 2.99% 2.26%
1 Year 4.74% 0.22%
3 Year 21.41% 15.33%
5 Year 24.09% 15.37%

Rolling Lumpsum Returns

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year 16.01% 12.97%
3 Year 12.6% 12.3%
5 Year 11.81% 13.39%

Risk Management

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Aditya Birla Sun Life Focused Equity Fund -Growth Option
Standard Deviation 11.245% 12.25%
Sharp 1.3% 0.7%
Beta 0.756% 0.89%
Alpha 9.571% 0.77%

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Fund Managers

Scheme Name HDFC Focused 30 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 30 Fund - GROWTH PLAN Aditya Birla Sun Life Focused Equity Fund -Growth Option

Market Cap

Scheme Name

HDFC Focused 30 Fund - GROWTH PLAN

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Others 16.06 1
Small Cap 13.92 1.59
Large Cap 66.22 83.9
Mid Cap 3.81 12.69

Sector Allocation

Scheme Name

HDFC Focused 30 Fund - GROWTH PLAN

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Others 13.91 1
Communication Services 3.65 -
Financial Services 39.06 -
Industrials 3.31 -
Healthcare 10.65 -
Consumer Cyclical 20.08 -
Basic Materials 2.77 -
Technology 4.43 -
Real Estate 2.12 -
Consumer Defensive 0 -
Petroleum Products - 5.48
IT - Software - 11.91
Construction - 4.48
Non - Ferrous Metals - 2.77
Banks - 21.84
Pharmaceuticals & Biotechnology - 3.01
Automobiles - 8.85
Insurance - 5.32
Agricultural Food & other Products - 2.42
Realty - 2.79
Consumer Durables - 4.14
Finance - 5.46
Telecom - Services - 5.22
Cement & Cement Products - 1.9
Power - 3.8
Transport Infrastructure - 1.99
Retailing - 3.85
Beverages - 2.95

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