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) | ₹19578 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 | 1.39% | 1.73% |
6 Month | 9.52% | 3.65% |
1 Year | 7.2% | -6.3% |
3 Year | 25.45% | 18.53% |
5 Year | 28.26% | 22.85% |
SIP Return Analysis
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Quant Focused Fund-Growth |
---|---|---|
6 Month | 6.9% | 6.81% |
1 Year | 13.53% | 2.91% |
3 Year | 22.57% | 13.76% |
5 Year | 24.42% | 16.22% |
Rolling Lumpsum Returns
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Quant Focused Fund-Growth |
---|---|---|
1 Year | 15.65% | 14.3% |
3 Year | 12.76% | 17.06% |
5 Year | 12.06% | 15.84% |
Risk Management
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Quant Focused Fund-Growth |
---|---|---|
Standard Deviation | 10.70% | 15.933% |
Sharp | 1.75% | 0.641% |
Beta | 0.74% | 1.052% |
Alpha | 8.24% | 1.751% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 16.07 | 14.43 |
Small Cap | 14.1 | 10.22 |
Large Cap | 66.51 | 75.35 |
Mid Cap | 3.32 | 0 |
Sector Allocation
Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Quant Focused Fund-Growth |
---|---|---|
Others | 13.35 | 14.43 |
Financial Services | 39.93 | 22.16 |
Real Estate | 2.72 | 7.11 |
Industrials | 4.16 | 8.07 |
Healthcare | 7.43 | 5.53 |
Consumer Cyclical | 22.84 | 3.24 |
Basic Materials | 2.91 | 11.05 |
Communication Services | 2.89 | - |
Technology | 3.75 | 3.02 |
Energy | - | 17.24 |
Consumer Defensive | - | 2.91 |
Utilities | - | 5.24 |
Top Comparisons
HSBC Liquid Fund - Regular Growth
3Y Returns6.97%
Axis Liquid Fund - Regular Plan - Growth Option
3Y Returns7.01%
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
3Y Returns19.11%
Motilal Oswal Asset Allocation FOF- A- Regular Growth
3Y Returns18.13%
HSBC Large & Mid Cap Fund - Regular Growth
3Y Returns21.9%
Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option
3Y Returns19.59%
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
3Y Returns27.46%
HSBC NIFTY 50 INDEX FUND - Regular Growth
3Y Returns16.05%