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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) ₹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 0.75% 0.78%
6 Month 6.67% 4.25%
1 Year 8.36% -0.46%
3 Year 20.3% 16.38%
5 Year 25.76% -

SIP Return Analysis

Scheme Name HDFC Focused Fund - GROWTH PLAN Edelweiss Focused Fund - Regular Plan - Growth
6 Month 3.28% 2.88%
1 Year 16.64% 12.38%
3 Year 19.59% 14.57%
5 Year 21.53% -

Rolling Lumpsum Returns

Scheme Name HDFC Focused Fund - GROWTH PLAN Edelweiss Focused Fund - Regular Plan - Growth
1 Year 14.91% 21.32%
3 Year 13.3% 16.65%
5 Year 12.35% -

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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