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HDFC Focused 30 Fund vs Tata Focused Equity Fund compare

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tortoise-icon HDFC Focused Fund - GROWTH PLAN

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tortoise-icon Tata 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 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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