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) | ₹22444 Cr | ₹958 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 | 3.56% | 3.05% |
6 Month | 16.05% | 14.45% |
1 Year | 6.68% | -2.89% |
3 Year | 22.59% | 17.22% |
5 Year | 28.12% | - |
SIP Return Analysis
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 4.57% | 3.35% |
1 Year | 15.71% | 8.15% |
3 Year | 21.4% | 15.88% |
5 Year | 23.19% | - |
Rolling Lumpsum Returns
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 15.45% | 26.4% |
3 Year | 12.91% | 17.39% |
5 Year | 12.12% | - |
Risk Management
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 9.99% | 13.16% |
Sharp | 1.39% | 0.69% |
Beta | 0.72% | 0.94% |
Alpha | 8.16% | 1.70% |
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 | 14.69 | 8.53 |
Small Cap | 13.81 | - |
Large Cap | 68.25 | 69.45 |
Mid Cap | 3.25 | 22.02 |
Sector Allocation
Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 11.94 | 2.02 |
Financial Services | 39.52 | 33.7 |
Real Estate | 2.76 | 1.62 |
Industrials | 4.51 | 11.59 |
Healthcare | 8.01 | 4.09 |
Consumer Cyclical | 23.11 | 14.9 |
Basic Materials | 2.8 | 6.74 |
Communication Services | 2.68 | - |
Utilities | 0.58 | 3.24 |
Technology | 4.1 | 11.66 |
Energy | - | 6.19 |
Consumer Defensive | - | 4.24 |
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