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HDFC Focused 30 Fund vs Aditya Birla Sun Life Focused Equity Fund compare
HDFC Focused Fund - GROWTH PLAN
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Fund | HDFC Focused Fund - GROWTH PLAN | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹25140 Cr | ₹8062 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 17 Sep 2004 | 24 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 | 1.67 | 1.82 |
| Manager | Dhruv Muchhal | Dhaval Joshi |
| ISIN Code | INF179K01574 | INF209K01462 |
| 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 | Aditya Birla Sun Life 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 | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Month | -0.22% | 1.54% |
| 6 Month | 6.26% | 6.81% |
| 1 Year | 10.66% | 9.41% |
| 3 Year | 20.8% | 16.14% |
| 5 Year | 26.54% | 17.25% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 6 Month | 3.21% | 5.39% |
| 1 Year | 16.28% | 18.51% |
| 3 Year | 19.97% | 16.64% |
| 5 Year | 21.97% | 15.54% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Year | 14.95% | 12.35% |
| 3 Year | 13.29% | 12.68% |
| 5 Year | 12.35% | 13.93% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Standard Deviation | 9.78% | 12.25% |
| Sharp | 1.40% | 0.82% |
| Beta | 0.72% | 0.91% |
| Alpha | 6.95% | 0.37% |
Fund Managers
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Dhaval Joshi |
| Total AUM | ₹520687 Cr | ₹361932 Cr |
| Funds Managed | 40 | 55 |
| HDFC Focused Fund - GROWTH PLAN | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Market Cap
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 14.67 | 12.98 |
| Small Cap | 12.5 | 2.05 |
| Large Cap | 69.27 | 77.12 |
| Mid Cap | 3.56 | 7.85 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 12.73 | 3.31 |
| Financial Services | 39.92 | 29.8 |
| Real Estate | 1.94 | 2.85 |
| Industrials | 4.92 | 8.78 |
| Healthcare | 7.07 | 2.43 |
| Consumer Cyclical | 21.45 | 16.24 |
| Basic Materials | 2.33 | 5.22 |
| Communication Services | 2.45 | 4.4 |
| Utilities | 2.75 | 3.01 |
| Technology | 4.45 | 13.41 |
| Energy | - | 6.1 |
| Consumer Defensive | - | 4.44 |
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