Edelweiss Focused Fund vs HDFC Focused 30 Fund compare

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tortoise-icon HDFC Focused 30 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 30 Fund - GROWTH PLAN Edelweiss Focused Fund - Regular Plan - Growth
Fund HDFC Focused 30 Fund - GROWTH PLAN Edelweiss Focused Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹8689 Cr ₹679 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 05 Sep 2004 26 Jul 2022
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 24.96% 49%
Expense Ratio 1.75 2.32
Manager Dhruv Muchhal Trideep Bhattacharya
ISIN Code INF179K01574 INF754K01OL0
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Edelweiss Focused Fund - Regular Plan - Growth
1 Month 4.39% 4.11%
6 Month 20.66% 20.87%
1 Year 44.14% 41.18%
3 Year 28.65% -
5 Year 22.29% -

SIP Return Analysis

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Edelweiss Focused Fund - Regular Plan - Growth
6 Month - -
1 Year 19.57% 18.31%
3 Year 52.12% 32.01%
5 Year 101.93% 32.01%

Rolling Lumpsum Returns

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Edelweiss Focused Fund - Regular Plan - Growth
1 Year 26.22% 25.58%
3 Year 75.97% 38.85%
5 Year 108.9% 38.85%

Risk Management

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Edelweiss Focused Fund - Regular Plan - Growth
Standard Deviation 11.38% 10.83%
Sharp 1.69% -
Beta 0.78% -
Alpha 10.22% -

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Fund Managers

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Edelweiss Focused Fund - Regular Plan - Growth
Name Dhruv Muchhal Trideep Bhattacharya
Total AUM ₹520687 Cr ₹0 Cr
Fund Manage 40 9
HDFC Focused 30 Fund - GROWTH PLAN Edelweiss Focused Fund - Regular Plan - Growth

Market Cap

Scheme Name

HDFC Focused 30 Fund - GROWTH PLAN

Edelweiss Focused Fund - Regular Plan - Growth

Large Cap 66.95 77.53
Others 13.41 7.35
Mid Cap 6.09 13.93
Small Cap 13.55 1.19

Sector Allocation

Scheme Name

HDFC Focused 30 Fund - GROWTH PLAN

Edelweiss Focused Fund - Regular Plan - Growth

Financial 35.76 25.52
Others 9.3 2.37
Healthcare 13.17 4.09
Technology 8.35 8.99
Insurance 3.95 -
Communication 3.81 -
Capital Goods 4.76 14.88
Automobile 7.15 6.74
Construction 5.94 8.14
Services 2.75 8.94
Consumer Discretionary 2.13 2.88
Energy 1.38 8.29
Consumer Staples 1.13 2.84
Sovereign 0.42 -
Materials - 4.22
Metals & Mining - 2.1

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