HDFC Focused 30 Fund vs Tata Focused Equity Fund compare
HDFC Focused Fund - GROWTH PLAN
Tata Focused Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Tata Focused Fund-Regular Plan-Growth |
---|---|---|
Fund | HDFC Focused Fund - GROWTH PLAN | Tata Focused Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Average |
Asset Size (Cr) | ₹22444 Cr | ₹1813 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 17 Sep 2004 | 05 Dec 2019 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 24.96% | 32.33% |
Expense Ratio | 1.67 | 2.04 |
Manager | Dhruv Muchhal | Kapil Malhotra |
ISIN Code | INF179K01574 | INF277K010Y2 |
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 | Tata Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Tata Focused Fund-Regular Plan-Growth |
---|---|---|
1 Month | 3.26% | 2.09% |
6 Month | 14.52% | 14.33% |
1 Year | 5.64% | -5.68% |
3 Year | 21.57% | 14.97% |
5 Year | 28.13% | 20.07% |
SIP Return Analysis
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Tata Focused Fund-Regular Plan-Growth |
---|---|---|
6 Month | 4.57% | 3.9% |
1 Year | 15.71% | 8.22% |
3 Year | 21.4% | 13.85% |
5 Year | 23.19% | 14.8% |
Rolling Lumpsum Returns
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Tata Focused Fund-Regular Plan-Growth |
---|---|---|
1 Year | 15.45% | 19.73% |
3 Year | 12.91% | 18.87% |
5 Year | 12.12% | 21.71% |
Risk Management
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Tata Focused Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 9.99% | 13.13% |
Sharp | 1.39% | 0.62% |
Beta | 0.72% | 0.93% |
Alpha | 8.16% | 0.77% |
Fund Managers
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Tata Focused Fund-Regular Plan-Growth |
---|---|---|
Name | Dhruv Muchhal | Kapil Malhotra |
Total AUM | ₹520687 Cr | ₹18472 Cr |
Funds Managed | 40 | 7 |
HDFC Focused Fund - GROWTH PLAN | Tata Focused Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Tata Focused Fund-Regular Plan-Growth |
---|---|---|
Others | 14.69 | 9.79 |
Small Cap | 13.81 | 18.27 |
Large Cap | 68.25 | 56.53 |
Mid Cap | 3.25 | 15.42 |
Sector Allocation
Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Tata Focused Fund-Regular Plan-Growth |
---|---|---|
Others | 11.94 | 9.79 |
Financial Services | 39.52 | 26.76 |
Real Estate | 2.76 | 1.78 |
Industrials | 4.51 | 7.99 |
Healthcare | 8.01 | 15.33 |
Consumer Cyclical | 23.11 | 9.41 |
Basic Materials | 2.8 | 2.36 |
Communication Services | 2.68 | - |
Utilities | 0.58 | 6.83 |
Technology | 4.1 | 13.58 |
Energy | - | 4.24 |
Consumer Defensive | - | 1.93 |
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