Aditya Birla Sun Life Focused Equity Fund vs HDFC Focused 30 Fund compare
HDFC Focused 30 Fund - GROWTH PLAN
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Chart Comparison
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 | 3.51% | 3.46% |
6 Month | 1.94% | -1.78% |
1 Year | 15.59% | 9.37% |
3 Year | 23.58% | 15.47% |
5 Year | 29.7% | 21.13% |
SIP Return Analysis
Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
6 Month | 4.06% | 1.86% |
1 Year | 6.97% | -0.34% |
3 Year | 23.34% | 16.25% |
5 Year | 25.49% | 16.21% |
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% | 0.46% |
Beta | 0.756% | 0.89% |
Alpha | 9.571% | -0.05% |
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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 | 1.63 |
Small Cap | 13.92 | 1.58 |
Large Cap | 66.22 | 84.34 |
Mid Cap | 3.81 | 12.27 |
Sector Allocation
Scheme Name |
HDFC Focused 30 Fund - GROWTH PLAN |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 13.91 | 1.63 |
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 | - | 5.47 |
IT - Software | - | 12.04 |
Construction | - | 4.3 |
Diversified FMCG | - | 1.49 |
Non - Ferrous Metals | - | 2.73 |
Banks | - | 21.41 |
Pharmaceuticals & Biotechnology | - | 2.93 |
Automobiles | - | 9.16 |
Insurance | - | 5.08 |
Agricultural Food & other Products | - | 2.47 |
Realty | - | 2.79 |
Consumer Durables | - | 3.87 |
Finance | - | 6.62 |
Telecom - Services | - | 5.53 |
Cement & Cement Products | - | 1.77 |
Power | - | 3.77 |
Retailing | - | 3.9 |
Beverages | - | 2.86 |
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