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) | ₹23533 Cr | ₹1974 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% | 1.15% |
6 Month | 9.84% | 10.59% |
1 Year | 8.94% | 2.08% |
3 Year | 23.01% | 19.27% |
5 Year | 29.19% | 17.27% |
SIP Return Analysis
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Bandhan Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.98% | 1.87% |
1 Year | 17.72% | 9.89% |
3 Year | 21.34% | 17.84% |
5 Year | 23.01% | 16.23% |
Rolling Lumpsum Returns
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Bandhan Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 15.12% | 11.59% |
3 Year | 13.07% | 12.35% |
5 Year | 12.21% | 9.88% |
Risk Management
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Bandhan Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 9.92% | 13.89% |
Sharp | 1.44% | 0.79% |
Beta | 0.73% | 0.90% |
Alpha | 7.47% | 2.50% |
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 | 14.42 | 2.27 |
Small Cap | 13.07 | 31.5 |
Large Cap | 69.31 | 50.93 |
Mid Cap | 3.2 | 15.29 |
Sector Allocation
Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Bandhan Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 11.95 | 2.27 |
Financial Services | 38.99 | 35.83 |
Real Estate | 2.47 | 7.35 |
Industrials | 4.66 | 3.54 |
Healthcare | 7.5 | 13.79 |
Consumer Cyclical | 22.88 | 4.57 |
Basic Materials | 2.65 | 3.26 |
Communication Services | 2.39 | 2.19 |
Utilities | 2.26 | 2.15 |
Technology | 4.24 | 9.62 |
Energy | - | 2.47 |
Consumer Defensive | - | 12.97 |
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