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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) | ₹26230 Cr | ₹8211 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 | -1.6% | 0.02% |
| 6 Month | 4.39% | 4.71% |
| 1 Year | 7.73% | 6.27% |
| 3 Year | 20.38% | 16.27% |
| 5 Year | 24.07% | 15.62% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 6 Month | 2.21% | 4.83% |
| 1 Year | 15.13% | 18.68% |
| 3 Year | 19.01% | 16.11% |
| 5 Year | 21.14% | 15.06% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Year | 14.91% | 12.33% |
| 3 Year | 13.3% | 12.7% |
| 5 Year | 12.35% | 13.94% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Standard Deviation | 9.72% | 12.25% |
| Sharp | 1.31% | 0.79% |
| Beta | 0.72% | 0.91% |
| Alpha | 6.50% | 0.65% |
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 | 15.92 | 14.12 |
| Small Cap | 11.69 | 1.54 |
| Large Cap | 68.6 | 76.43 |
| Mid Cap | 3.78 | 7.91 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 14.07 | 3.88 |
| Financial Services | 40.05 | 29.85 |
| Industrials | 5.1 | 9.04 |
| Healthcare | 6.7 | 2.58 |
| Consumer Cyclical | 20.38 | 15.22 |
| Basic Materials | 2.05 | 4.39 |
| Real Estate | 1.86 | 2.89 |
| Communication Services | 2.4 | 4.42 |
| Utilities | 2.78 | 2.87 |
| Technology | 4.61 | 14.14 |
| Energy | - | 6.31 |
| Consumer Defensive | - | 4.41 |
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