BANDHAN Focused Equity Fund vs HDFC Focused 30 Fund compare

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tortoise-icon HDFC Focused 30 Fund - GROWTH PLAN

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tortoise-icon BANDHAN Focused Equity Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN BANDHAN Focused Equity Fund - Regular Plan - Growth
Fund HDFC Focused 30 Fund - GROWTH PLAN BANDHAN Focused Equity Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹8689 Cr ₹1488 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 05 Sep 2004 16 Mar 2006
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI S&P BSE 500 TRI
Turn Over 24.96% 87%
Expense Ratio 1.75 2.12
Manager Dhruv Muchhal Ritika Behera
ISIN Code INF179K01574 INF194K01466
Exits Load Exit load of 1% if redeemed within 1 year/365 If unit beyond 10%, Exit load of 1% if redeemed within 1 year./365

Trailing Lumpsum Returns

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN BANDHAN Focused Equity Fund - Regular Plan - Growth
1 Month 4.59% 5.4%
6 Month 20.53% 15.97%
1 Year 44.75% 36.22%
3 Year 29.21% 17.4%
5 Year 22.34% 17.58%

SIP Return Analysis

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN BANDHAN Focused Equity Fund - Regular Plan - Growth
6 Month - -
1 Year 19.57% 15.22%
3 Year 52.12% 34.28%
5 Year 101.93% 59.48%

Rolling Lumpsum Returns

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN BANDHAN Focused Equity Fund - Regular Plan - Growth
1 Year 26.22% 19.04%
3 Year 75.97% 46.06%
5 Year 108.9% 68%

Risk Management

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN BANDHAN Focused Equity Fund - Regular Plan - Growth
Standard Deviation 11.38% 12.64%
Sharp 1.69% 0.76%
Beta 0.78% 0.82%
Alpha 9.95% 0.43%

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Fund Managers

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN BANDHAN Focused Equity Fund - Regular Plan - Growth
Name Dhruv Muchhal Ritika Behera
Total AUM ₹520687 Cr ₹43013 Cr
Fund Manage 40 19
HDFC Focused 30 Fund - GROWTH PLAN BANDHAN Focused Equity Fund - Regular Plan - Growth

Market Cap

Scheme Name

HDFC Focused 30 Fund - GROWTH PLAN

BANDHAN Focused Equity Fund - Regular Plan - Growth

Large Cap 66.95 63.7
Others 13.41 4.3
Mid Cap 6.09 10.5
Small Cap 13.55 21.5

Sector Allocation

Scheme Name

HDFC Focused 30 Fund - GROWTH PLAN

BANDHAN Focused Equity Fund - Regular Plan - Growth

Financial 35.76 27.48
Others 9.3 4.3
Healthcare 13.17 6.98
Technology 8.35 2.89
Insurance 3.95 -
Communication 3.81 -
Capital Goods 4.76 8.55
Automobile 7.15 8.35
Construction 5.94 7.36
Services 2.75 14.4
Consumer Discretionary 2.13 -
Energy 1.38 5.67
Consumer Staples 1.13 7.33
Sovereign 0.42 -
Diversified - 5.68
Metals & Mining - 1.01

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