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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) | ₹22444 Cr | ₹7620 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 | 1.03% | 1.1% |
| 6 Month | 10.45% | 10.29% |
| 1 Year | 6.69% | -0.07% |
| 3 Year | 23.29% | 17% |
| 5 Year | 29.43% | 18.87% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 6 Month | 3.67% | 1.11% |
| 1 Year | 16.8% | 9.72% |
| 3 Year | 20.91% | 14.61% |
| 5 Year | 22.71% | 14.3% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Year | 15.12% | 12.49% |
| 3 Year | 13.07% | 12.57% |
| 5 Year | 12.21% | 13.8% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Standard Deviation | 9.92% | 12.25% |
| Sharp | 1.44% | 0.79% |
| Beta | 0.73% | 0.91% |
| Alpha | 7.47% | 0.09% |
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 | 14.23 | 13.02 |
| Small Cap | 13.88 | 2.01 |
| Large Cap | 68.53 | 77.12 |
| Mid Cap | 3.36 | 7.84 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 11.59 | 4.55 |
| Financial Services | 37.98 | 28.37 |
| Real Estate | 2.64 | 2.7 |
| Industrials | 4.77 | 6.24 |
| Healthcare | 8.11 | 2.42 |
| Consumer Cyclical | 23.8 | 18.71 |
| Basic Materials | 2.68 | 5.04 |
| Communication Services | 2.52 | 4.63 |
| Utilities | 1.68 | 3.1 |
| Technology | 4.21 | 14.04 |
| Energy | - | 5.89 |
| Consumer Defensive | - | 4.3 |
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