HDFC Focused 30 Fund vs 360 ONE Focused Equity Fund Regular compare
HDFC Focused Fund - GROWTH PLAN
360 ONE Focused Fund Regular-Growth
Chart Comparison
Overview
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Fund | HDFC Focused Fund - GROWTH PLAN | 360 ONE Focused Fund Regular-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹26230 Cr | ₹7364 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 17 Sep 2004 | 24 Oct 2014 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 TRI |
| Turn Over | 24.96% | % |
| Expense Ratio | 1.67 | 1.78 |
| Manager | Dhruv Muchhal | Mayur Patel |
| ISIN Code | INF179K01574 | INF579M01878 |
| 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 | 360 ONE Focused Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 1 Month | -1.6% | -2.19% |
| 6 Month | 4.39% | 1.79% |
| 1 Year | 7.73% | -0.34% |
| 3 Year | 20.38% | 14.92% |
| 5 Year | 24.07% | 16.22% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 6 Month | 2.21% | 0.84% |
| 1 Year | 15.13% | 9.58% |
| 3 Year | 19.01% | 11.6% |
| 5 Year | 21.14% | 13.54% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 1 Year | 14.91% | 13.38% |
| 3 Year | 13.3% | 16.38% |
| 5 Year | 12.35% | 18.17% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Standard Deviation | 9.72% | 12.00% |
| Sharp | 1.31% | 0.69% |
| Beta | 0.72% | 0.87% |
| Alpha | 6.50% | 0.72% |
Fund Managers
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Name | Dhruv Muchhal | Mayur Patel |
| Total AUM | ₹520687 Cr | ₹6984 Cr |
| Funds Managed | 40 | 3 |
| HDFC Focused Fund - GROWTH PLAN | 360 ONE Focused Fund Regular-Growth |
Market Cap
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Others | 15.92 | 14.01 |
| Small Cap | 11.69 | 8.61 |
| Large Cap | 68.6 | 68.08 |
| Mid Cap | 3.78 | 9.3 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Others | 14.07 | 2.31 |
| Financial Services | 40.05 | 36.2 |
| Industrials | 5.1 | 21.23 |
| Healthcare | 6.7 | 2.14 |
| Consumer Cyclical | 20.38 | 13.86 |
| Basic Materials | 2.05 | 3.83 |
| Real Estate | 1.86 | - |
| Communication Services | 2.4 | 11.69 |
| Utilities | 2.78 | - |
| Technology | 4.61 | 6.74 |
| Energy | - | 2 |
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