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) | ₹22444 Cr | ₹1919 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 | 2.61% | 0.35% |
6 Month | 14.98% | 15.93% |
1 Year | 5.74% | -0.1% |
3 Year | 21.59% | 17.06% |
5 Year | 27.96% | 16.92% |
SIP Return Analysis
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Bandhan Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 4.57% | 2.66% |
1 Year | 15.71% | 7.26% |
3 Year | 21.4% | 17.91% |
5 Year | 23.19% | 16.06% |
Rolling Lumpsum Returns
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Bandhan Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 15.45% | 11.83% |
3 Year | 12.91% | 12.31% |
5 Year | 12.12% | 9.8% |
Risk Management
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Bandhan Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 9.99% | 14.07% |
Sharp | 1.39% | 0.68% |
Beta | 0.72% | 0.90% |
Alpha | 8.16% | 2.48% |
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 | 14.69 | 3.69 |
Small Cap | 13.81 | 25.2 |
Large Cap | 68.25 | 53.11 |
Mid Cap | 3.25 | 18 |
Sector Allocation
Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Bandhan Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 11.94 | 3.69 |
Financial Services | 39.52 | 37.92 |
Real Estate | 2.76 | 7.52 |
Industrials | 4.51 | 3.52 |
Healthcare | 8.01 | 12.27 |
Consumer Cyclical | 23.11 | 4.17 |
Basic Materials | 2.8 | 3.15 |
Communication Services | 2.68 | 2.23 |
Utilities | 0.58 | 2.62 |
Technology | 4.1 | 10.85 |
Energy | - | 2.87 |
Consumer Defensive | - | 9.19 |
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