Axis Focused Fund vs HDFC Focused 30 Fund compare
HDFC Focused Fund - GROWTH PLAN
Axis Focused Fund - Regular Plan - Growth Option
Chart Comparison
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Kotak Corporate Bond Fund- Regular Plan-Growth Option
3Y Returns7.83%
Tata Corporate Bond Fund-Regular Plan-Growth
3Y Returns7.61%
HSBC Overnight Fund - Regular Growth
3Y Returns6.34%
UTI - Overnight Fund - Regular Plan - Growth Option
3Y Returns6.39%
HDFC Dynamic Debt Fund - Growth Option
3Y Returns7.46%
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan
3Y Returns8.99%
HDFC Equity Savings Fund - GROWTH PLAN
3Y Returns11.95%
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
3Y Returns11.75%