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Axis Focused Fund vs HDFC Focused 30 Fund compare
HDFC Focused 30 Fund - GROWTH PLAN
Axis Focused Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HDFC Focused 30 Fund - GROWTH PLAN | Axis Focused Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹15688 Cr | ₹12350 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 17 Sep 2004 | 29 Jun 2012 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 24.96% | 180% |
| Expense Ratio | 1.67 | 1.74 |
| Manager | Dhruv Muchhal | Shreyash Devalkar |
| ISIN Code | INF179K01574 | INF846K01CH7 |
| 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 | Axis Focused Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.51% | 3.21% |
| 6 Month | 1.94% | -1.92% |
| 1 Year | 15.59% | 6.23% |
| 3 Year | 23.58% | 7.92% |
| 5 Year | 29.7% | 15.16% |
SIP Return Analysis
| Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.06% | 2.91% |
| 1 Year | 6.97% | 0.66% |
| 3 Year | 23.34% | 12.12% |
| 5 Year | 25.49% | 10.27% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.01% | 14.68% |
| 3 Year | 12.6% | 14.5% |
| 5 Year | 11.81% | 13.74% |
Risk Management
| Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.245% | 15.748% |
| Sharp | 1.3% | -0.086% |
| Beta | 0.756% | 0.984% |
| Alpha | 9.571% | -7.923% |
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Fund Managers
| Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Shreyash Devalkar |
| Total AUM | ₹520687 Cr | ₹166770 Cr |
| Funds Managed | 40 | 14 |
| HDFC Focused 30 Fund - GROWTH PLAN | Axis Focused Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HDFC Focused 30 Fund - GROWTH PLAN |
Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 16.06 | 6.92 |
| Small Cap | 13.92 | - |
| Large Cap | 66.22 | 74.02 |
| Mid Cap | 3.81 | 19.06 |
Sector Allocation
| Scheme Name |
HDFC Focused 30 Fund - GROWTH PLAN |
Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 13.91 | 6.92 |
| Communication Services | 3.65 | 8.65 |
| Financial Services | 39.06 | 33.08 |
| Industrials | 3.31 | 8.32 |
| Healthcare | 10.65 | 9.35 |
| Consumer Cyclical | 20.08 | 11.66 |
| Basic Materials | 2.77 | 6.1 |
| Technology | 4.43 | 7.04 |
| Real Estate | 2.12 | 2.84 |
| Consumer Defensive | 0 | 1.11 |
| Utilities | - | 4.95 |
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