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) | ₹26230 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 | -1.48% | -2.24% |
| 6 Month | 4.98% | 3.32% |
| 1 Year | 9.12% | -1.86% |
| 3 Year | 20.3% | 18.38% |
| 5 Year | 24.17% | 14.92% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Bandhan Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.21% | -0.03% |
| 1 Year | 15.13% | 9.32% |
| 3 Year | 19.01% | 15.6% |
| 5 Year | 21.14% | 14.99% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Bandhan Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.87% | 11.24% |
| 3 Year | 13.34% | 12.47% |
| 5 Year | 12.39% | 10.09% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Bandhan Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 9.72% | 14.09% |
| Sharp | 1.31% | 0.81% |
| Beta | 0.72% | 0.93% |
| Alpha | 6.50% | 3.40% |
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 | 15.92 | 0.55 |
| Small Cap | 11.69 | 34.5 |
| Large Cap | 68.6 | 48.45 |
| Mid Cap | 3.78 | 16.5 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Bandhan Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 14.07 | 0.55 |
| Financial Services | 40.05 | 33.79 |
| Industrials | 5.1 | 3.72 |
| Healthcare | 6.7 | 14.69 |
| Consumer Cyclical | 20.38 | 4.22 |
| Basic Materials | 2.05 | 2.8 |
| Real Estate | 1.86 | 6.95 |
| Communication Services | 2.4 | 2.31 |
| Utilities | 2.78 | 1.94 |
| Technology | 4.61 | 9.83 |
| Energy | - | 2.68 |
| Consumer Defensive | - | 16.52 |
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