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) | ₹26230 Cr | ₹1041 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 | -1.48% | -0.43% |
| 6 Month | 4.98% | 3.86% |
| 1 Year | 9.12% | 0.72% |
| 3 Year | 20.3% | 16.92% |
| 5 Year | 24.17% | - |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.33% | 0.87% |
| 1 Year | 10.39% | 8.6% |
| 3 Year | 18.03% | 13.82% |
| 5 Year | 20.82% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.87% | 21.32% |
| 3 Year | 13.34% | 16.65% |
| 5 Year | 12.39% | - |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 9.72% | 12.92% |
| Sharp | 1.31% | 0.75% |
| Beta | 0.72% | 0.95% |
| Alpha | 6.50% | 1.56% |
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 | 15.92 | 15.07 |
| Small Cap | 11.69 | - |
| Large Cap | 68.6 | 60.73 |
| Mid Cap | 3.78 | 24.2 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 14.07 | 1.74 |
| Financial Services | 40.05 | 31.89 |
| Industrials | 5.1 | 12.5 |
| Healthcare | 6.7 | 5.47 |
| Consumer Cyclical | 20.38 | 14.19 |
| Basic Materials | 2.05 | 7.03 |
| Real Estate | 1.86 | 1.37 |
| Communication Services | 2.4 | - |
| Utilities | 2.78 | 2.93 |
| Technology | 4.61 | 12.46 |
| Energy | - | 6.45 |
| Consumer Defensive | - | 3.96 |
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