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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) ₹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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