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) | ₹21456 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 | 1.64% | -1.6% |
6 Month | 12.05% | 10.68% |
1 Year | 9.98% | 7.03% |
3 Year | 22.83% | 17.71% |
5 Year | 27.44% | 17.78% |
SIP Return Analysis
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Bandhan Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.46% | 4.95% |
1 Year | 9.68% | 6.2% |
3 Year | 20.39% | 18.56% |
5 Year | 22.9% | 16.48% |
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 | 10.15% | 13.73% |
Sharp | 1.51% | 0.87% |
Beta | 0.73% | 0.88% |
Alpha | 7.98% | 3.12% |
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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