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

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tortoise-icon HDFC Focused Fund - GROWTH PLAN

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tortoise-icon 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

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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