Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Axis Focused Fund vs HDFC Focused 30 Fund compare

Link copied to clipboard!

tortoise-icon HDFC Focused 30 Fund - GROWTH PLAN

Invest Now

tortoise-icon Axis Focused Fund - Regular Plan - Growth Option

Invest Now

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) ₹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 0.67% 2.1%
6 Month 1.93% -1.86%
1 Year 10.38% 5.34%
3 Year 26.37% 13.96%
5 Year 29.79% 15.78%

SIP Return Analysis

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Axis Focused Fund - Regular Plan - Growth Option
6 Month 6.26% 7.56%
1 Year 10.08% 7.33%
3 Year 22.27% 13.11%
5 Year 24.34% 10.46%

Rolling Lumpsum Returns

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Axis Focused Fund - Regular Plan - Growth Option
1 Year 15.65% 14.14%
3 Year 12.76% 14.35%
5 Year 12.06% 13.84%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Kotak Floating Rate Fund-Regular Plan-Growth Option Kotak Floating Rate Fund-Regular Plan-Growth Option

3Y Returns7.83%

VS

SBI Floating Rate Debt Fund - Regular Plan - Growth SBI Floating Rate Debt Fund - Regular Plan - Growth

3Y Returns7.76%

Compare Now

Bandhan ELSS Tax saver Fund - Regular Plan - Growth Bandhan ELSS Tax saver Fund - Regular Plan - Growth

3Y Returns19.6%

VS

Parag Parikh Tax Saver Fund Regular - Growth Parag Parikh Tax Saver Fund Regular - Growth

3Y Returns21.86%

Compare Now

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

3Y Returns14.72%

VS

Invesco India Dynamic Equity Fund - Growth Invesco India Dynamic Equity Fund - Growth

3Y Returns15.61%

Compare Now

Tata Banking And Financial Services Fund-Regular Plan-Growth Tata Banking And Financial Services Fund-Regular Plan-Growth

3Y Returns24.43%

VS

Sundaram Financial Services Opportunities Fund Regular Plan - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth

3Y Returns25.74%

Compare Now
Add to Cart Successfully