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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) | ₹20868 Cr | ₹1847 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 | -1.37% | -0.98% |
| 6 Month | 9% | 7.23% |
| 1 Year | 7.63% | -2.45% |
| 3 Year | 22% | 15.09% |
| 5 Year | 27.06% | 19.83% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 3.86% | 3.97% |
| 1 Year | 7.91% | -0.38% |
| 3 Year | 19.77% | 12.22% |
| 5 Year | 22.61% | 14.11% |
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 | 10.15% | 13.16% |
| Sharp | 1.51% | 0.73% |
| Beta | 0.73% | 0.93% |
| Alpha | 7.98% | 0.20% |
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 | 16.07 | 9.07 |
| Small Cap | 14.1 | 17.66 |
| Large Cap | 66.51 | 57.74 |
| Mid Cap | 3.32 | 15.54 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 13.35 | 9.07 |
| Financial Services | 39.93 | 27.11 |
| Real Estate | 2.72 | 1.96 |
| Industrials | 4.16 | 7.84 |
| Healthcare | 7.43 | 12.46 |
| Consumer Cyclical | 22.84 | 11.59 |
| Basic Materials | 2.91 | 2.3 |
| Communication Services | 2.89 | - |
| Technology | 3.75 | 14.61 |
| Energy | - | 4.52 |
| Consumer Defensive | - | 1.74 |
| Utilities | - | 6.81 |
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