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) ₹13127 Cr ₹7642 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 05 Sep 2004 05 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 1.68 1.82
Manager Dhruv Muchhal Dhaval Joshi
ISIN Code INF179K01574 INF209K01462
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Month 1.33% 1.23%
6 Month 12.37% 12.77%
1 Year 34.42% 30.2%
3 Year 25.59% 15.3%
5 Year 22.98% 17.41%

SIP Return Analysis

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month - -
1 Year 20.35% 15.37%
3 Year 27.63% 20.33%
5 Year 28.51% 19.74%

Rolling Lumpsum Returns

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year 15.41% 12.77%
3 Year 12.4% 12.19%
5 Year 11.56% 13.25%

Risk Management

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Aditya Birla Sun Life Focused Equity Fund -Growth Option
Standard Deviation 11.38% 12.25%
Sharp 1.69% 0.57%
Beta 0.77% 0.93%
Alpha 9.33% -0.96%

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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
Fund Manage 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 - 5.17
Large Cap - 79.66
Mid Cap - 12.51
Small Cap - 2.27

Sector Allocation

Scheme Name

HDFC Focused 30 Fund - GROWTH PLAN

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Others - 5.17
Petroleum Products - 4.8
IT - Software - 12.49
Construction - 4.42
Diversified FMCG - 1.61
Non - Ferrous Metals - 1.7
Banks - 23.64
Pharmaceuticals & Biotechnology - 4.3
Automobiles - 7.91
Insurance - 5.47
Agricultural Food & other Products - 2.05
Realty - 2.5
Consumer Durables - 4.26
Finance - 4.67
Telecom - Services - 5.39
Cement & Cement Products - 1.74
Power - 4.59
Beverages - 2.9

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