DSP Focus Fund vs HDFC Focused 30 Fund compare
HDFC Focused Fund - GROWTH PLAN
DSP Focused Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Focused Fund - GROWTH PLAN | DSP Focused Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹23533 Cr | ₹2571 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 17 Sep 2004 | 10 Jun 2010 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 24.96% | 31% |
| Expense Ratio | 1.67 | 2.04 |
| Manager | Dhruv Muchhal | Vinit Sambre |
| ISIN Code | INF179K01574 | INF740K01532 |
| 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 | DSP Focus Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.28% | 0.91% |
| 6 Month | 6.74% | 4.94% |
| 1 Year | 7.72% | 2.43% |
| 3 Year | 20.93% | 16.6% |
| 5 Year | 27.85% | 17.24% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.58% | 1.66% |
| 1 Year | 14.64% | 9.67% |
| 3 Year | 19.49% | 15.74% |
| 5 Year | 21.61% | 14.87% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.12% | 9.86% |
| 3 Year | 13.07% | 13.48% |
| 5 Year | 12.21% | 12.95% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 9.78% | 14.04% |
| Sharp | 1.40% | 0.81% |
| Beta | 0.72% | 0.92% |
| Alpha | 6.95% | 1.13% |
Fund Managers
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Vinit Sambre |
| Total AUM | ₹520687 Cr | ₹31142 Cr |
| Funds Managed | 40 | 3 |
| HDFC Focused Fund - GROWTH PLAN | DSP Focused Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 14.42 | 20.98 |
| Small Cap | 13.07 | 17.47 |
| Large Cap | 69.31 | 49.12 |
| Mid Cap | 3.2 | 12.43 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 11.95 | 7.86 |
| Financial Services | 38.99 | 39.94 |
| Real Estate | 2.47 | 3.38 |
| Industrials | 4.66 | 6.11 |
| Healthcare | 7.5 | 8.28 |
| Consumer Cyclical | 22.88 | 6.39 |
| Basic Materials | 2.65 | 5.72 |
| Communication Services | 2.39 | 3.2 |
| Utilities | 2.26 | 1.9 |
| Technology | 4.24 | 11.41 |
| Energy | - | 3.81 |
| Consumer Defensive | - | 2 |
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