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

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HDFC Focused 30 Fund - GROWTH PLAN

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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

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%

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%

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%

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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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

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

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