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HDFC Focused 30 Fund vs Tata Focused Equity Fund compare

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tortoise-icon HDFC Focused 30 Fund - GROWTH PLAN

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tortoise-icon Tata Focused Equity 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 30 Fund - GROWTH PLAN Tata Focused Equity Fund-Regular Plan-Growth
Fund HDFC Focused 30 Fund - GROWTH PLAN Tata Focused Equity Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Risk Very High Risk
Asset Size (Cr) ₹15688 Cr ₹1739 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 30 Fund - GROWTH PLAN Tata Focused Equity Fund-Regular Plan-Growth
1 Month -1.07% -5.5%
6 Month -2.3% -10.45%
1 Year 13.43% 3.04%
3 Year 22.11% 12.75%
5 Year 22.52% 16.1%

SIP Return Analysis

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Tata Focused Equity Fund-Regular Plan-Growth
6 Month - -
1 Year 2.51% -10.84%
3 Year 21.31% 12.55%
5 Year 24.85% 16.09%

Rolling Lumpsum Returns

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Tata Focused Equity Fund-Regular Plan-Growth
1 Year 16.01% 22.62%
3 Year 12.6% 19.32%
5 Year 11.81% 18.37%

Risk Management

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Tata Focused Equity Fund-Regular Plan-Growth
Standard Deviation 11.38% 12.55%
Sharp 1.69% 0.97%
Beta 0.77% 0.96%
Alpha 9.33% -0.29%

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Fund Managers

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Tata Focused Equity Fund-Regular Plan-Growth
Name Dhruv Muchhal Kapil Malhotra
Total AUM ₹520687 Cr ₹18472 Cr
Fund Manage 40 7
HDFC Focused 30 Fund - GROWTH PLAN Tata Focused Equity Fund-Regular Plan-Growth

Market Cap

Scheme Name

HDFC Focused 30 Fund - GROWTH PLAN

Tata Focused Equity Fund-Regular Plan-Growth

Others 13.27 2.62
Large Cap 66.47 56.27
Small Cap 16.75 25.04
Mid Cap 3.51 16.07

Sector Allocation

Scheme Name

HDFC Focused 30 Fund - GROWTH PLAN

Tata Focused Equity Fund-Regular Plan-Growth

Others 13.27 2.62
Telecom - Services 3.79 -
Banks 35.37 22.3
Realty 4.2 2.3
Agricultural, Commercial & Construction Vehicles 1.33 3.01
Pharmaceuticals & Biotechnology 7.92 5.39
Automobiles 8.52 -
Aerospace & Defense 0.57 -
Leisure Services 3.01 2.69
Ferrous Metals 1.74 -
Electrical Equipment 1.31 -
Healthcare Services 4.36 1.99
Insurance 4.55 1.94
Consumer Durables 1.7 5.43
Auto Components 2.28 5.32
IT - Software 4.63 8.45
Beverages 1.45 -
Petroleum Products - 3.62
Construction - 10.06
Finance - 2.1
Entertainment - 2.22
Cement & Cement Products - 2.15
Retailing - 8.36
Commercial Services & Supplies - 3.97
Power - 6.08

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