Axis Focused Fund vs HDFC Focused 30 Fund compare

Axis Focused Fund vs HDFC Focused 30 Fund compare

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HDFC Focused Fund - GROWTH PLAN

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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)	₹26230 Cr	₹12445 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	0.68%	-1.42%
6 Month	4.6%	-1.33%
1 Year	12.25%	4.06%
3 Year	21.95%	12.83%
5 Year	23.91%	7.75%

SIP Return Analysis

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Axis Focused Fund - Regular Plan - Growth Option
6 Month	2.95%	-0.36%
1 Year	15.34%	6.04%
3 Year	18.83%	9.77%
5 Year	20.98%	8.05%

Rolling Lumpsum Returns

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Axis Focused Fund - Regular Plan - Growth Option
1 Year	14.78%	12.39%
3 Year	13.38%	14.03%
5 Year	12.4%	13.7%

Risk Management

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Axis Focused Fund - Regular Plan - Growth Option
Standard Deviation	11.38%	15.43%
Sharp	1.39%	0.42%
Beta	0.72%	0.93%
Alpha	6.38%	-3.72%

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	15.92	12.52
Small Cap	11.69	0.6
Large Cap	68.6	68.49
Mid Cap	3.78	18.4

Sector Allocation

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Axis Focused Fund - Regular Plan - Growth Option
Others	14.07	3.02
Financial Services	40.05	34.28
Industrials	5.1	11.97
Healthcare	6.7	11.54
Consumer Cyclical	20.38	13.51
Basic Materials	2.05	3.46
Real Estate	1.86	3.73
Communication Services	2.4	9.16
Utilities	2.78	2.98
Technology	4.61	4.67
Consumer Defensive	-	1.69

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