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) | ₹22444 Cr | ₹12286 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 | 2.72% | 1.88% |
6 Month | 14.5% | 14.41% |
1 Year | 7.08% | -1.17% |
3 Year | 22.85% | 10.66% |
5 Year | 28.47% | 13.72% |
SIP Return Analysis
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.57% | 3.44% |
1 Year | 15.71% | 11.64% |
3 Year | 21.4% | 13.06% |
5 Year | 23.19% | 9.95% |
Rolling Lumpsum Returns
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 15.45% | 13.51% |
3 Year | 12.91% | 14.29% |
5 Year | 12.12% | 14.05% |
Risk Management
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 9.99% | 13.69% |
Sharp | 1.39% | 0.18% |
Beta | 0.72% | 0.92% |
Alpha | 8.16% | -4.75% |
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 | 14.23 | 15.07 |
Small Cap | 13.88 | - |
Large Cap | 68.53 | 66.84 |
Mid Cap | 3.36 | 18.09 |
Sector Allocation
Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 11.59 | 6.42 |
Financial Services | 37.98 | 32.29 |
Real Estate | 2.64 | 3.52 |
Industrials | 4.77 | 10.53 |
Healthcare | 8.11 | 10.99 |
Consumer Cyclical | 23.8 | 13.89 |
Basic Materials | 2.68 | 3.88 |
Communication Services | 2.52 | 8.68 |
Utilities | 1.68 | 3.04 |
Technology | 4.21 | 5.23 |
Consumer Defensive | - | 1.54 |
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