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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) | ₹26537 Cr | ₹8209 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 | -2.93% | -3.32% |
| 6 Month | 0.03% | 1.73% |
| 1 Year | 11.12% | 10.18% |
| 3 Year | 19.7% | 15.86% |
| 5 Year | 22.79% | 14.13% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 6 Month | -2.33% | -0.09% |
| 1 Year | 2.87% | 6.73% |
| 3 Year | 15.02% | 12.77% |
| 5 Year | 18.98% | 13.47% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Year | 14.76% | 12.24% |
| 3 Year | 13.4% | 12.74% |
| 5 Year | 12.4% | 14.02% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Standard Deviation | 11.38% | 12.25% |
| Sharp | 1.48% | 0.91% |
| Beta | 0.71% | 0.9% |
| Alpha | 6.46% | 1.16% |
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 | 15.31 | 14.21 |
| Small Cap | 11.58 | 1.29 |
| Large Cap | 69.43 | 76.31 |
| Mid Cap | 3.68 | 8.19 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 13.56 | 4.79 |
| Financial Services | 40.71 | 29.48 |
| Industrials | 5.25 | 8.94 |
| Healthcare | 6.49 | 2.43 |
| Consumer Cyclical | 20.44 | 14.86 |
| Basic Materials | 2.17 | 4.72 |
| Real Estate | 1.75 | 3.09 |
| Communication Services | 2.38 | 4.43 |
| Utilities | 2.69 | 2.89 |
| Technology | 4.56 | 13.56 |
| Energy | - | 6.67 |
| Consumer Defensive | - | 4.14 |
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