Axis Focused Fund vs HDFC Focused 30 Fund compare

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tortoise-icon HDFC Focused 30 Fund - GROWTH PLAN

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tortoise-icon Axis Focused Fund - Regular Plan - 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 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) ₹14968 Cr ₹13356 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 1.68 1.73
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 0.99% 3.57%
6 Month 9.67% 7.98%
1 Year 30.32% 23.03%
3 Year 24.92% 5.55%
5 Year 23.76% 12.8%

SIP Return Analysis

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Axis Focused Fund - Regular Plan - Growth Option
6 Month - -
1 Year 25.68% 19.42%
3 Year 29.36% 16.09%
5 Year 29.19% 13.96%

Rolling Lumpsum Returns

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Axis Focused Fund - Regular Plan - Growth Option
1 Year 15.41% 14.58%
3 Year 12.4% 14.67%
5 Year 11.56% 14.05%

Risk Management

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Axis Focused Fund - Regular Plan - Growth Option
Standard Deviation 11.38% 15.43%
Sharp 1.69% 0.22%
Beta 0.77% 1.05%
Alpha 9.33% -10.87%

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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
Fund Manage 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 13.27 5.54
Large Cap 66.47 73.41
Small Cap 16.75 -
Mid Cap 3.51 21.06

Sector Allocation

Scheme Name

HDFC Focused 30 Fund - GROWTH PLAN

Axis Focused Fund - Regular Plan - Growth Option

Others 13.27 5.54
Telecom - Services 3.79 5.7
Banks 35.37 17.55
Realty 4.2 2.76
Agricultural, Commercial & Construction Vehicles 1.33 -
Pharmaceuticals & Biotechnology 7.92 4.6
Automobiles 8.52 6.98
Aerospace & Defense 0.57 3.02
Leisure Services 3.01 -
Ferrous Metals 1.74 -
Electrical Equipment 1.31 1.34
Healthcare Services 4.36 2.82
Insurance 4.55 -
Consumer Durables 1.7 -
Auto Components 2.28 1.12
IT - Software 4.63 5.97
Beverages 1.45 -
Cement & Cement Products - 0.69
Finance - 9.91
Retailing - 11.35
Industrial Products - 0.89
Chemicals & Petrochemicals - 5
Financial Technology (Fintech) - 3.32
Fertilizers & Agrochemicals - 2.37
Transport Services - 2.67
Power - 6.41

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