BANDHAN Focused Equity Fund vs HDFC Focused 30 Fund compare
HDFC Focused Fund - GROWTH PLAN
Bandhan Focused Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Bandhan Focused Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Focused Fund - GROWTH PLAN | Bandhan Focused Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹25140 Cr | ₹2086 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 17 Sep 2004 | 16 Mar 2006 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 |
| Turn Over | 24.96% | 87% |
| Expense Ratio | 1.67 | 2.09 |
| Manager | Dhruv Muchhal | Ritika Behera |
| ISIN Code | INF179K01574 | INF194K01466 |
| 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 | Bandhan Focused Equity Fund - Regular Plan - 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 | Bandhan Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.75% | -1.03% |
| 6 Month | 6.67% | 3.16% |
| 1 Year | 8.36% | -2.31% |
| 3 Year | 20.3% | 18% |
| 5 Year | 25.76% | 15.45% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Bandhan Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.28% | 1.9% |
| 1 Year | 16.64% | 11.16% |
| 3 Year | 19.59% | 16.45% |
| 5 Year | 21.53% | 15.48% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Bandhan Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.91% | 11.33% |
| 3 Year | 13.3% | 12.45% |
| 5 Year | 12.35% | 10.07% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Bandhan Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 9.78% | 14.03% |
| Sharp | 1.40% | 0.86% |
| Beta | 0.72% | 0.92% |
| Alpha | 6.95% | 3.34% |
Fund Managers
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Bandhan Focused Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Ritika Behera |
| Total AUM | ₹520687 Cr | ₹43013 Cr |
| Funds Managed | 40 | 19 |
| HDFC Focused Fund - GROWTH PLAN | Bandhan Focused Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Bandhan Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 14.67 | 1.54 |
| Small Cap | 12.5 | 33.58 |
| Large Cap | 69.27 | 48.19 |
| Mid Cap | 3.56 | 16.69 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Bandhan Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 12.73 | 1.54 |
| Financial Services | 39.92 | 33.59 |
| Real Estate | 1.94 | 7.07 |
| Industrials | 4.92 | 3.69 |
| Healthcare | 7.07 | 14.96 |
| Consumer Cyclical | 21.45 | 4.27 |
| Basic Materials | 2.33 | 3.06 |
| Communication Services | 2.45 | 2.26 |
| Utilities | 2.75 | 2.01 |
| Technology | 4.45 | 9.79 |
| Energy | - | 2.54 |
| Consumer Defensive | - | 15.22 |
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