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) | ₹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 |
Trailing Lumpsum Returns
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
1 Month | 1.33% | 0.76% |
6 Month | 8.62% | 6.65% |
1 Year | 9.14% | 5.58% |
3 Year | 26.02% | 19.03% |
5 Year | 28.54% | 20.46% |
SIP Return Analysis
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
6 Month | 8.32% | 9.48% |
1 Year | 15.3% | 13.22% |
3 Year | 23.16% | 18.38% |
5 Year | 24.87% | 17.01% |
Rolling Lumpsum Returns
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% |
Risk Management
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Standard Deviation | 10.70% | 12.25% |
Sharp | 1.75% | 1.12% |
Beta | 0.74% | 0.89% |
Alpha | 8.24% | 0.33% |
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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 | 16.5 | 11.8 |
Small Cap | 13.66 | 1.88 |
Large Cap | 66.47 | 77.93 |
Mid Cap | 3.37 | 8.39 |
Sector Allocation
Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 13.69 | 5.6 |
Financial Services | 40.24 | 31.85 |
Real Estate | 2.81 | 2.47 |
Industrials | 3.31 | 6.39 |
Healthcare | 7.73 | 2.75 |
Consumer Cyclical | 22.39 | 15.83 |
Basic Materials | 3.13 | 4.42 |
Communication Services | 2.84 | 4.46 |
Technology | 3.86 | 12.54 |
Energy | - | 5.78 |
Consumer Defensive | - | 4.55 |
Utilities | - | 3.36 |
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