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Edelweiss Focused Fund vs HDFC Focused 30 Fund compare

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tortoise-icon HDFC Focused Fund - GROWTH PLAN

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tortoise-icon Edelweiss Focused 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 Fund - GROWTH PLAN Edelweiss Focused Fund - Regular Plan - Growth
Fund HDFC Focused Fund - GROWTH PLAN Edelweiss Focused Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹22444 Cr ₹958 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 17 Sep 2004 01 Aug 2022
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 24.96% 49%
Expense Ratio 1.67 2.24
Manager Dhruv Muchhal Trideep Bhattacharya
ISIN Code INF179K01574 INF754K01OL0
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 Edelweiss Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name HDFC Focused Fund - GROWTH PLAN Edelweiss Focused Fund - Regular Plan - Growth
1 Month 3.56% 3.05%
6 Month 16.05% 14.45%
1 Year 6.68% -2.89%
3 Year 22.59% 17.22%
5 Year 28.12% -

SIP Return Analysis

Scheme Name HDFC Focused Fund - GROWTH PLAN Edelweiss Focused Fund - Regular Plan - Growth
6 Month 4.57% 3.35%
1 Year 15.71% 8.15%
3 Year 21.4% 15.88%
5 Year 23.19% -

Rolling Lumpsum Returns

Scheme Name HDFC Focused Fund - GROWTH PLAN Edelweiss Focused Fund - Regular Plan - Growth
1 Year 15.45% 26.4%
3 Year 12.91% 17.39%
5 Year 12.12% -

Risk Management

Scheme Name HDFC Focused Fund - GROWTH PLAN Edelweiss Focused Fund - Regular Plan - Growth
Standard Deviation 9.99% 13.16%
Sharp 1.39% 0.69%
Beta 0.72% 0.94%
Alpha 8.16% 1.70%

Fund Managers

Scheme Name HDFC Focused Fund - GROWTH PLAN Edelweiss Focused Fund - Regular Plan - Growth
Name Dhruv Muchhal Trideep Bhattacharya
Total AUM ₹520687 Cr ₹0 Cr
Funds Managed 40 9
HDFC Focused Fund - GROWTH PLAN Edelweiss Focused Fund - Regular Plan - Growth

Market Cap

Scheme Name

HDFC Focused Fund - GROWTH PLAN

Edelweiss Focused Fund - Regular Plan - Growth

Others 14.69 8.53
Small Cap 13.81 -
Large Cap 68.25 69.45
Mid Cap 3.25 22.02

Sector Allocation

Scheme Name

HDFC Focused Fund - GROWTH PLAN

Edelweiss Focused Fund - Regular Plan - Growth

Others 11.94 2.02
Financial Services 39.52 33.7
Real Estate 2.76 1.62
Industrials 4.51 11.59
Healthcare 8.01 4.09
Consumer Cyclical 23.11 14.9
Basic Materials 2.8 6.74
Communication Services 2.68 -
Utilities 0.58 3.24
Technology 4.1 11.66
Energy - 6.19
Consumer Defensive - 4.24

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