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) | ₹19578 Cr | ₹961 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 | 2.45% | 3.65% |
6 Month | 5.66% | -0.36% |
1 Year | 10.29% | 2.98% |
3 Year | 27.48% | - |
5 Year | 29.13% | - |
SIP Return Analysis
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 8.72% | 9.33% |
1 Year | 15.72% | 10.2% |
3 Year | 24.27% | - |
5 Year | 25.54% | - |
Rolling Lumpsum Returns
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 15.65% | 30.77% |
3 Year | 12.76% | - |
5 Year | 12.06% | - |
Risk Management
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 11.27% | - |
Sharp | 1.47% | - |
Beta | 0.76% | - |
Alpha | 7.99% | - |
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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 | 16.06 | 6.4 |
Small Cap | 13.92 | 3.43 |
Large Cap | 66.22 | 67.43 |
Mid Cap | 3.81 | 22.74 |
Sector Allocation
Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 13.91 | 3.35 |
Communication Services | 3.65 | - |
Financial Services | 39.06 | 30.14 |
Industrials | 3.31 | 14.09 |
Healthcare | 10.65 | 4.37 |
Consumer Cyclical | 20.08 | 16.75 |
Basic Materials | 2.77 | 3.52 |
Technology | 4.43 | 14.64 |
Real Estate | 2.12 | 2.1 |
Consumer Defensive | 0 | 3.88 |
Energy | - | 4.44 |
Utilities | - | 2.71 |
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