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) | ₹23533 Cr | ₹7280 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 | -0.02% | 1.07% |
| 6 Month | 8.84% | 7.35% |
| 1 Year | 8.28% | 2.21% |
| 3 Year | 21.38% | 15.85% |
| 5 Year | 27.08% | 18.8% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 6 Month | 2.58% | 1.28% |
| 1 Year | 14.64% | 8.87% |
| 3 Year | 19.49% | 12.19% |
| 5 Year | 21.61% | 13.96% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 1 Year | 14.99% | 13.61% |
| 3 Year | 13.28% | 16.44% |
| 5 Year | 12.33% | 18.19% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Standard Deviation | 9.78% | 12.02% |
| Sharp | 1.40% | 0.74% |
| Beta | 0.72% | 0.87% |
| Alpha | 6.95% | 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 | 14.42 | 10.67 |
| Small Cap | 13.07 | 12.72 |
| Large Cap | 69.31 | 66.9 |
| Mid Cap | 3.2 | 9.71 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Others | 11.95 | 2.95 |
| Financial Services | 38.99 | 33.31 |
| Real Estate | 2.47 | - |
| Industrials | 4.66 | 18.53 |
| Healthcare | 7.5 | 4.02 |
| Consumer Cyclical | 22.88 | 16.68 |
| Basic Materials | 2.65 | 5.19 |
| Communication Services | 2.39 | 10.12 |
| Utilities | 2.26 | - |
| Technology | 4.24 | 7.17 |
| Energy | - | 2.02 |
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