HDFC Focused 30 Fund vs Quant Focused Fund compare
HDFC Focused Fund - GROWTH PLAN
Quant Focused Fund-Growth
Chart Comparison
Overview
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Quant Focused Fund-Growth |
|---|---|---|
| Fund | HDFC Focused Fund - GROWTH PLAN | Quant Focused Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹26230 Cr | ₹1064 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 17 Sep 2004 | 29 Aug 2008 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 24.96% | % |
| Expense Ratio | 1.67 | 2.18 |
| Manager | Dhruv Muchhal | Sanjeev Sharma |
| ISIN Code | INF179K01574 | INF966L01374 |
| 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 | Quant Focused Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Quant Focused Fund-Growth |
|---|---|---|
| 1 Month | 0.23% | -0.72% |
| 6 Month | 5.48% | 0.34% |
| 1 Year | 8.59% | -0.81% |
| 3 Year | 20.37% | 13.14% |
| 5 Year | 25.12% | 17.5% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Quant Focused Fund-Growth |
|---|---|---|
| 6 Month | 2.21% | 1.19% |
| 1 Year | 15.13% | 9.37% |
| 3 Year | 19.01% | 10.02% |
| 5 Year | 21.14% | 12.69% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Quant Focused Fund-Growth |
|---|---|---|
| 1 Year | 14.91% | 13.6% |
| 3 Year | 13.3% | 16.87% |
| 5 Year | 12.35% | 16.18% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Quant Focused Fund-Growth |
|---|---|---|
| Standard Deviation | 9.72% | 15.933% |
| Sharp | 1.31% | 0.641% |
| Beta | 0.72% | 1.052% |
| Alpha | 6.50% | 1.751% |
Fund Managers
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Quant Focused Fund-Growth |
|---|---|---|
| Name | Dhruv Muchhal | Sanjeev Sharma |
| Total AUM | ₹520687 Cr | ₹39731 Cr |
| Funds Managed | 40 | 22 |
| HDFC Focused Fund - GROWTH PLAN | Quant Focused Fund-Growth |
Market Cap
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 14.67 | 27.88 |
| Small Cap | 12.5 | 7.96 |
| Large Cap | 69.27 | 64.16 |
| Mid Cap | 3.56 | - |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 12.73 | 24.39 |
| Financial Services | 39.92 | 21.92 |
| Real Estate | 1.94 | 7.07 |
| Industrials | 4.92 | 9.77 |
| Healthcare | 7.07 | 6.71 |
| Consumer Cyclical | 21.45 | 3.79 |
| Basic Materials | 2.33 | - |
| Communication Services | 2.45 | - |
| Utilities | 2.75 | 15.76 |
| Technology | 4.45 | 1.43 |
| Energy | - | 9.17 |
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