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) | ₹25140 Cr | ₹1030 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 | 0.11% | 0.63% |
| 6 Month | 5.82% | 2.99% |
| 1 Year | 12.3% | 6.59% |
| 3 Year | 21.35% | 16.96% |
| 5 Year | 26.8% | - |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.73% | 1.78% |
| 1 Year | 15.45% | 9.72% |
| 3 Year | 19.85% | 14.55% |
| 5 Year | 21.76% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.99% | 21.32% |
| 3 Year | 13.28% | 16.65% |
| 5 Year | 12.33% | - |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 9.78% | 12.92% |
| Sharp | 1.40% | 0.77% |
| Beta | 0.72% | 0.94% |
| Alpha | 6.95% | 1.13% |
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 | 14.67 | 13.78 |
| Small Cap | 12.5 | - |
| Large Cap | 69.27 | 61.19 |
| Mid Cap | 3.56 | 25.03 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 12.73 | 1.49 |
| Financial Services | 39.92 | 31.16 |
| Real Estate | 1.94 | 1.5 |
| Industrials | 4.92 | 12.62 |
| Healthcare | 7.07 | 5.64 |
| Consumer Cyclical | 21.45 | 15.04 |
| Basic Materials | 2.33 | 7.55 |
| Communication Services | 2.45 | - |
| Utilities | 2.75 | 3.05 |
| Technology | 4.45 | 11.73 |
| Energy | - | 6.19 |
| Consumer Defensive | - | 4.02 |
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