HDFC Focused 30 Fund vs Aditya Birla Sun Life Focused Equity Fund compare

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tortoise-icon HDFC Focused 30 Fund - GROWTH PLAN

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tortoise-icon Aditya Birla Sun Life Focused Equity Fund -Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Aditya Birla Sun Life Focused Equity Fund -Growth Option
Fund HDFC Focused 30 Fund - GROWTH PLAN Aditya Birla Sun Life Focused Equity Fund -Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹8689 Cr ₹6778 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 05 Sep 2004 05 Oct 2005
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 24.96% 45%
Expense Ratio 1.75 1.85
Manager Dhruv Muchhal Dhaval Joshi
ISIN Code INF179K01574 INF209K01462
Exits Load Exit load of 1% if redeemed within 1 year/365 1% for redemption within 90 days/365

Trailing Lumpsum Returns

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Month 4.59% 5.31%
6 Month 20.53% 16.96%
1 Year 44.75% 37.43%
3 Year 29.21% 17.96%
5 Year 22.34% 17.77%

SIP Return Analysis

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month - -
1 Year 19.57% 15.15%
3 Year 52.12% 33.2%
5 Year 101.93% 62.4%

Rolling Lumpsum Returns

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year 26.22% 19.79%
3 Year 75.97% 47.91%
5 Year 108.9% 69.28%

Risk Management

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Aditya Birla Sun Life Focused Equity Fund -Growth Option
Standard Deviation 11.38% 12.25%
Sharp 1.69% 0.8%
Beta 0.78% 0.94%
Alpha 9.95% -1.67%

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Fund Managers

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Aditya Birla Sun Life Focused Equity Fund -Growth Option
Name Dhruv Muchhal Dhaval Joshi
Total AUM ₹520687 Cr ₹361932 Cr
Fund Manage 40 55
HDFC Focused 30 Fund - GROWTH PLAN Aditya Birla Sun Life Focused Equity Fund -Growth Option

Market Cap

Scheme Name

HDFC Focused 30 Fund - GROWTH PLAN

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Large Cap 66.95 82.9
Others 13.41 3.32
Mid Cap 6.09 11.95
Small Cap 13.55 1.84

Sector Allocation

Scheme Name

HDFC Focused 30 Fund - GROWTH PLAN

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Financial 35.76 33.34
Others 9.3 2.93
Healthcare 13.17 4.04
Technology 8.35 10.52
Insurance 3.95 2.78
Communication 3.81 5.74
Capital Goods 4.76 -
Automobile 7.15 8.17
Construction 5.94 9.13
Services 2.75 -
Consumer Discretionary 2.13 4
Energy 1.38 9.17
Consumer Staples 1.13 6.37
Sovereign 0.42 -
Materials - 3.82

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