- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹23533 Cr | ₹7649 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 | 2.2% | 4.84% |
| 6 Month | 7.66% | 7.35% |
| 1 Year | 9.77% | 5.98% |
| 3 Year | 21.66% | 16.15% |
| 5 Year | 29.22% | 19.15% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 6 Month | 1.71% | -0.56% |
| 1 Year | 11.91% | 5.13% |
| 3 Year | 18.87% | 12.44% |
| 5 Year | 21.48% | 13.11% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Year | 15.12% | 12.49% |
| 3 Year | 13.07% | 12.57% |
| 5 Year | 12.21% | 13.8% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Standard Deviation | 9.78% | 12.25% |
| Sharp | 1.40% | 0.79% |
| Beta | 0.72% | 0.91% |
| Alpha | 6.95% | 0.09% |
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 | 14.42 | 13.75 |
| Small Cap | 13.07 | 1.84 |
| Large Cap | 69.31 | 76.87 |
| Mid Cap | 3.2 | 7.54 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 11.95 | 4.88 |
| Financial Services | 38.99 | 29.04 |
| Real Estate | 2.47 | 2.78 |
| Industrials | 4.66 | 6.82 |
| Healthcare | 7.5 | 2.41 |
| Consumer Cyclical | 22.88 | 17.47 |
| Basic Materials | 2.65 | 5.19 |
| Communication Services | 2.39 | 4.24 |
| Utilities | 2.26 | 3.21 |
| Technology | 4.24 | 13.64 |
| Energy | - | 5.9 |
| Consumer Defensive | - | 4.42 |
Top Comparisons
Aditya Birla Sun Life Multi-Index Fund Of Fund-Regular Growth
3Y Returns17.82%
Mirae Asset Nifty India Manufacturing ETF FOF - Regular Plan - Growth
3Y Returns21.51%
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)
3Y Returns0%
AXIS Nifty Bank Index Fund - Regular (G)
3Y Returns0%
SBI Flexicap Fund - REGULAR PLAN -Growth Option
3Y Returns12.88%
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
3Y Returns21.7%
Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.04%
Tata Ultra Short Term Fund-Regular Plan-Growth
3Y Returns6.72%
