HDFC Focused 30 Fund vs DSP Focus Fund compare

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HDFC Focused Fund - GROWTH PLAN

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DSP Focused Fund - Regular Plan - Growth

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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	DSP Focused Fund - Regular Plan - Growth
Fund	HDFC Focused Fund - GROWTH PLAN	DSP Focused Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Average
Asset Size (Cr)	₹26230 Cr	₹2707 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	17 Sep 2004	10 Jun 2010
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	24.96%	31%
Expense Ratio	1.67	2.04
Manager	Dhruv Muchhal	Vinit Sambre
ISIN Code	INF179K01574	INF740K01532
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	DSP Focus Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	HDFC Focused Fund - GROWTH PLAN	DSP Focused Fund - Regular Plan - Growth
1 Month	0.23%	1.81%
6 Month	5.48%	3.89%
1 Year	8.59%	3.27%
3 Year	20.37%	18.59%
5 Year	25.12%	15.94%

SIP Return Analysis

Scheme Name	HDFC Focused Fund - GROWTH PLAN	DSP Focused Fund - Regular Plan - Growth
6 Month	2.21%	3.91%
1 Year	15.13%	15.66%
3 Year	19.01%	16.71%
5 Year	21.14%	15.54%

Rolling Lumpsum Returns

Scheme Name	HDFC Focused Fund - GROWTH PLAN	DSP Focused Fund - Regular Plan - Growth
1 Year	14.91%	9.63%
3 Year	13.3%	13.75%
5 Year	12.35%	13.13%

Risk Management

Scheme Name	HDFC Focused Fund - GROWTH PLAN	DSP Focused Fund - Regular Plan - Growth
Standard Deviation	9.72%	14.04%
Sharp	1.31%	0.89%
Beta	0.72%	0.94%
Alpha	6.50%	2.58%

Fund Managers

Scheme Name	HDFC Focused Fund - GROWTH PLAN	DSP Focused Fund - Regular Plan - Growth
Name	Dhruv Muchhal	Vinit Sambre
Total AUM	₹520687 Cr	₹31142 Cr
Funds Managed	40	3
	HDFC Focused Fund - GROWTH PLAN	DSP Focused Fund - Regular Plan - Growth

Market Cap

Scheme Name	HDFC Focused Fund - GROWTH PLAN	DSP Focused Fund - Regular Plan - Growth
Others	14.67	18.71
Small Cap	12.5	16.72
Large Cap	69.27	52.43
Mid Cap	3.56	12.14

Sector Allocation

Scheme Name	HDFC Focused Fund - GROWTH PLAN	DSP Focused Fund - Regular Plan - Growth
Others	12.73	7.61
Financial Services	39.92	40.34
Real Estate	1.94	3.57
Industrials	4.92	6.39
Healthcare	7.07	7.7
Consumer Cyclical	21.45	5.95
Basic Materials	2.33	5.16
Communication Services	2.45	4.01
Utilities	2.75	1.92
Technology	4.45	11.39
Energy	-	3.9
Consumer Defensive	-	2.07

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Overview

Trailing Lumpsum Returns

SIP Return Analysis

Rolling Lumpsum Returns

Risk Management

Fund Managers

Market Cap

Sector Allocation