Edelweiss Focused Fund vs HDFC Focused 30 Fund compare

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HDFC Focused Fund - GROWTH PLAN

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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)	₹23533 Cr	₹989 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

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Edelweiss Focused Fund - Regular Plan - Growth
1 Month	1%	0.74%
6 Month	9.84%	8.31%
1 Year	8.94%	-0.13%
3 Year	23.01%	17.94%
5 Year	29.19%	-

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Edelweiss Focused Fund - Regular Plan - Growth
6 Month	3.98%	2.01%
1 Year	17.72%	9.72%
3 Year	21.34%	15.51%
5 Year	23.01%	-

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Edelweiss Focused Fund - Regular Plan - Growth
1 Year	15.12%	21.32%
3 Year	13.07%	16.65%
5 Year	12.21%	-

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Edelweiss Focused Fund - Regular Plan - Growth
Standard Deviation	9.92%	12.96%
Sharp	1.44%	0.78%
Beta	0.73%	0.94%
Alpha	7.47%	1.30%

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

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Edelweiss Focused Fund - Regular Plan - Growth
Others	14.42	13.43
Small Cap	13.07	-
Large Cap	69.31	60.59
Mid Cap	3.2	25.97

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Edelweiss Focused Fund - Regular Plan - Growth
Others	11.95	3.33
Financial Services	38.99	30.98
Real Estate	2.47	1.48
Industrials	4.66	12.42
Healthcare	7.5	5.84
Consumer Cyclical	22.88	15.33
Basic Materials	2.65	7.22
Communication Services	2.39	-
Utilities	2.26	3.21
Technology	4.24	10.23
Energy	-	5.91
Consumer Defensive	-	4.06