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 | 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% |
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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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