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) | ₹21456 Cr | ₹12585 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 | 1.64% | 0.93% |
6 Month | 12.05% | 12.77% |
1 Year | 9.98% | 4.07% |
3 Year | 22.83% | 9.53% |
5 Year | 27.44% | 13.51% |
SIP Return Analysis
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.46% | 3.77% |
1 Year | 9.68% | 6.82% |
3 Year | 20.39% | 12.25% |
5 Year | 22.9% | 9.67% |
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 | 10.15% | 13.68% |
Sharp | 1.51% | 0.31% |
Beta | 0.73% | 0.92% |
Alpha | 7.98% | -4.97% |
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 | 14.69 | 15.04 |
Small Cap | 13.81 | - |
Large Cap | 68.25 | 67 |
Mid Cap | 3.25 | 17.96 |
Sector Allocation
Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 11.94 | 6.51 |
Financial Services | 39.52 | 33.92 |
Real Estate | 2.76 | 3.58 |
Industrials | 4.51 | 10.58 |
Healthcare | 8.01 | 10.63 |
Consumer Cyclical | 23.11 | 12.85 |
Basic Materials | 2.8 | 3.56 |
Communication Services | 2.68 | 8.61 |
Utilities | 0.58 | 3.25 |
Technology | 4.1 | 5.17 |
Consumer Defensive | - | 1.35 |
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