Edelweiss Focused Fund vs HDFC Focused 30 Fund compare
HDFC Focused Fund - GROWTH PLAN
Edelweiss Focused Fund - Regular Plan - Growth
Chart Comparison
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 |
Top Comparisons
Aditya Birla Sun Life Multi-Index Fund Of Fund-Regular Growth
3Y Returns20.77%
Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth
3Y Returns12.08%
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
3Y Returns9.14%
Canara Robeco Focused Fund - Regular Plan - Growth Option
3Y Returns16.47%
HSBC Large & Mid Cap Fund - Regular Growth
3Y Returns19.14%
Axis Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns19.93%
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
3Y Returns16.72%
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
3Y Returns16.4%