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

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HDFC Focused Fund - GROWTH PLAN

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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 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)	₹19578 Cr	₹7774 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

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Month	2.65%	3.79%
6 Month	7.63%	6.61%
1 Year	10.89%	8.59%
3 Year	27.72%	20.77%
5 Year	29.66%	21.59%

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month	8.72%	10.11%
1 Year	15.72%	14.01%
3 Year	24.27%	19.59%
5 Year	25.54%	17.71%

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year	15.65%	12.74%
3 Year	12.76%	12.42%
5 Year	12.06%	13.62%

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Standard Deviation	11.27%	12.25%
Sharp	1.47%	0.83%
Beta	0.76%	0.9%
Alpha	7.99%	-0.11%

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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

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Others	16.06	2.82
Small Cap	13.92	1.96
Large Cap	66.22	82.09
Mid Cap	3.81	12.34

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Others	13.91	2.82
Communication Services	3.65	-
Financial Services	39.06	-
Industrials	3.31	-
Healthcare	10.65	-
Consumer Cyclical	20.08	-
Basic Materials	2.77	-
Technology	4.43	-
Real Estate	2.12	-
Consumer Defensive	0	-
Petroleum Products	-	5.85
IT - Software	-	11.91
Construction	-	4.15
Non - Ferrous Metals	-	2.59
Banks	-	22.48
Pharmaceuticals & Biotechnology	-	3.08
Automobiles	-	7.36
Insurance	-	5.66
Agricultural Food & other Products	-	2.38
Realty	-	2.74
Consumer Durables	-	4.06
Finance	-	5.02
Telecom - Services	-	4.58
Cement & Cement Products	-	1.97
Power	-	3.65
Transport Infrastructure	-	1.99
Retailing	-	3.81
Beverages	-	3.11