Mirae Asset Focused Fund Regular Plan Growth vs HDFC Focused 30 Fund compare
HDFC Focused Fund - GROWTH PLAN
Mirae Asset Focused Fund Regular Plan Growth
Chart Comparison
Overview
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Mirae Asset Focused Fund Regular Plan Growth |
---|---|---|
Fund | HDFC Focused Fund - GROWTH PLAN | Mirae Asset Focused Fund Regular Plan Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹22444 Cr | ₹8017 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 17 Sep 2004 | 14 May 2019 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 24.96% | 34% |
Expense Ratio | 1.67 | 1.76 |
Manager | Dhruv Muchhal | Gaurav Misra |
ISIN Code | INF179K01574 | INF769K01ES4 |
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 | Mirae Asset Focused Fund - 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 | Mirae Asset Focused Fund Regular Plan Growth |
---|---|---|
1 Month | 3.56% | 3.83% |
6 Month | 16.05% | 19.24% |
1 Year | 6.68% | 0.16% |
3 Year | 22.59% | 12.01% |
5 Year | 28.12% | 16.44% |
SIP Return Analysis
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Mirae Asset Focused Fund Regular Plan Growth |
---|---|---|
6 Month | 4.57% | 5.53% |
1 Year | 15.71% | 13.87% |
3 Year | 21.4% | 13.44% |
5 Year | 23.19% | 12% |
Rolling Lumpsum Returns
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Mirae Asset Focused Fund Regular Plan Growth |
---|---|---|
1 Year | 15.45% | 14.53% |
3 Year | 12.91% | 15.16% |
5 Year | 12.12% | 18.18% |
Risk Management
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Mirae Asset Focused Fund Regular Plan Growth |
---|---|---|
Standard Deviation | 9.99% | 12.08% |
Sharp | 1.39% | 0.36% |
Beta | 0.72% | 0.82% |
Alpha | 8.16% | -2.11% |
Fund Managers
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Mirae Asset Focused Fund Regular Plan Growth |
---|---|---|
Name | Dhruv Muchhal | Gaurav Misra |
Total AUM | ₹520687 Cr | ₹45211 Cr |
Funds Managed | 40 | 2 |
HDFC Focused Fund - GROWTH PLAN | Mirae Asset Focused Fund Regular Plan Growth |
Market Cap
Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Mirae Asset Focused Fund Regular Plan Growth |
---|---|---|
Others | 14.69 | 5.35 |
Small Cap | 13.81 | 25 |
Large Cap | 68.25 | 46.98 |
Mid Cap | 3.25 | 22.67 |
Sector Allocation
Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Mirae Asset Focused Fund Regular Plan Growth |
---|---|---|
Others | 11.94 | 4.35 |
Financial Services | 39.52 | 20.76 |
Real Estate | 2.76 | 1.94 |
Industrials | 4.51 | 6.06 |
Healthcare | 8.01 | 6.03 |
Consumer Cyclical | 23.11 | 21.8 |
Basic Materials | 2.8 | 5.53 |
Communication Services | 2.68 | 3.8 |
Utilities | 0.58 | 3 |
Technology | 4.1 | 20.56 |
Consumer Defensive | - | 6.18 |
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