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 Very High
Asset Size (Cr) ₹8689 Cr ₹1588 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 05 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 1.75 2.06
Manager Dhruv Muchhal Kapil Malhotra
ISIN Code INF179K01574 INF277K010Y2
Exits Load Exit load of 1% if redeemed within 1 year/365 For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days./365

Trailing Lumpsum Returns

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Tata Focused Equity Fund-Regular Plan-Growth
1 Month 4.59% 7.04%
6 Month 20.53% 15.94%
1 Year 44.75% 42.33%
3 Year 29.21% 20.62%
5 Year 22.34% -

SIP Return Analysis

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Tata Focused Equity Fund-Regular Plan-Growth
6 Month - -
1 Year 19.57% 14.36%
3 Year 52.12% 35.49%
5 Year 101.93% 64.44%

Rolling Lumpsum Returns

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Tata Focused Equity Fund-Regular Plan-Growth
1 Year 26.22% 24.31%
3 Year 75.97% 54.89%
5 Year 108.9% 73.86%

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% 0.95%
Beta 0.78% 0.97%
Alpha 9.95% 0.26%

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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

Large Cap 66.95 57.48
Others 13.41 4.67
Mid Cap 6.09 21.53
Small Cap 13.55 16.32

Sector Allocation

Scheme Name

HDFC Focused 30 Fund - GROWTH PLAN

Tata Focused Equity Fund-Regular Plan-Growth

Financial 35.76 26.79
Others 9.3 4.67
Healthcare 13.17 7.47
Technology 8.35 9.76
Insurance 3.95 2.16
Communication 3.81 -
Capital Goods 4.76 5.91
Automobile 7.15 8.46
Construction 5.94 5.14
Services 2.75 12.47
Consumer Discretionary 2.13 -
Energy 1.38 12.19
Consumer Staples 1.13 -
Sovereign 0.42 -
Materials - 4.98

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