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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) ₹26537 Cr ₹1045 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 -0.89% -1.88%
6 Month 2.41% 0.39%
1 Year 11.56% 4.71%
3 Year 20.51% 17%
5 Year 22.56% -

SIP Return Analysis

Scheme Name HDFC Focused Fund - GROWTH PLAN Edelweiss Focused Fund - Regular Plan - Growth
6 Month 0.51% 1.16%
1 Year 10.2% 9.29%
3 Year 17.19% 12.86%
5 Year 20.09% -

Rolling Lumpsum Returns

Scheme Name HDFC Focused Fund - GROWTH PLAN Edelweiss Focused Fund - Regular Plan - Growth
1 Year 14.76% 16.1%
3 Year 13.4% 17.01%
5 Year 12.4% -

Risk Management

Scheme Name HDFC Focused Fund - GROWTH PLAN Edelweiss Focused Fund - Regular Plan - Growth
Standard Deviation 11.38% 10.83%
Sharp 1.48% 0.93%
Beta 0.71% 0.94%
Alpha 6.46% 1.54%

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 15.31 18.13
Small Cap 11.58 -
Large Cap 69.43 59.57
Mid Cap 3.68 22.3

Sector Allocation

Scheme Name

HDFC Focused Fund - GROWTH PLAN

Edelweiss Focused Fund - Regular Plan - Growth

Others 13.56 2.75
Financial Services 40.71 34.99
Industrials 5.25 11.96
Healthcare 6.49 5.28
Consumer Cyclical 20.44 14.61
Basic Materials 2.17 7.39
Real Estate 1.75 0
Communication Services 2.38 -
Utilities 2.69 2.99
Technology 4.56 9.3
Energy - 6.49
Consumer Defensive - 4.23

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