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Axis Focused Fund vs HDFC Focused 30 Fund compare

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tortoise-icon HDFC Focused 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 Fund - GROWTH PLAN Axis Focused Fund - Regular Plan - Growth Option
Fund HDFC Focused Fund - GROWTH PLAN Axis Focused Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹19578 Cr ₹12644 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 Fund - GROWTH PLAN Axis Focused Fund - Regular Plan - Growth Option
1 Month 3.06% 2.79%
6 Month 6.36% 3.38%
1 Year 9.12% 6.32%
3 Year 27.17% 14.63%
5 Year 28.93% 15.13%

SIP Return Analysis

Scheme Name HDFC Focused Fund - GROWTH PLAN Axis Focused Fund - Regular Plan - Growth Option
6 Month 8.32% 8.91%
1 Year 15.3% 11.98%
3 Year 23.16% 14.25%
5 Year 24.87% 11.05%

Rolling Lumpsum Returns

Scheme Name HDFC Focused 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 Fund - GROWTH PLAN Axis Focused Fund - Regular Plan - Growth Option
Standard Deviation 11.27% 15.70%
Sharp 1.47% 0.35%
Beta 0.76% 0.99%
Alpha 7.99% -5.72%

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Fund Managers

Scheme Name HDFC Focused 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 Fund - GROWTH PLAN Axis Focused Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HDFC Focused Fund - GROWTH PLAN

Axis Focused Fund - Regular Plan - Growth Option

Others 16.5 8.97
Small Cap 13.66 -
Large Cap 66.47 73.81
Mid Cap 3.37 17.22

Sector Allocation

Scheme Name

HDFC Focused Fund - GROWTH PLAN

Axis Focused Fund - Regular Plan - Growth Option

Others 13.69 6.09
Financial Services 40.24 35.5
Real Estate 2.81 3.21
Industrials 3.31 10.2
Healthcare 7.73 9.99
Consumer Cyclical 22.39 10.31
Basic Materials 3.13 4.89
Communication Services 2.84 8.96
Technology 3.86 5.79
Consumer Defensive - 1.26
Utilities - 3.8

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