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) | ₹26537 Cr | ₹2059 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 | 0.65% | -0.57% |
| 6 Month | 2.91% | -2.65% |
| 1 Year | 12.93% | 1.92% |
| 3 Year | 21.3% | 19.24% |
| 5 Year | 22.97% | 13.28% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Bandhan Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.51% | -1.62% |
| 1 Year | 10.2% | 4.59% |
| 3 Year | 17.19% | 12.99% |
| 5 Year | 20.09% | 13.83% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Bandhan Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.76% | 11.17% |
| 3 Year | 13.4% | 12.49% |
| 5 Year | 12.4% | 10.12% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Bandhan Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.38% | 12.64% |
| Sharp | 1.48% | 0.91% |
| Beta | 0.71% | 0.94% |
| Alpha | 6.46% | 2.52% |
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 | 15.31 | 0.71 |
| Small Cap | 11.58 | 35.1 |
| Large Cap | 69.43 | 49.04 |
| Mid Cap | 3.68 | 15.15 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Bandhan Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 13.56 | 0.71 |
| Financial Services | 40.71 | 33.99 |
| Industrials | 5.25 | 3.79 |
| Healthcare | 6.49 | 15.47 |
| Consumer Cyclical | 20.44 | 4.35 |
| Basic Materials | 2.17 | 2.68 |
| Real Estate | 1.75 | 6.88 |
| Communication Services | 2.38 | 2.35 |
| Utilities | 2.69 | 1.99 |
| Technology | 4.56 | 8.42 |
| Energy | - | 2.72 |
| Consumer Defensive | - | 16.65 |
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