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) | ₹26230 Cr | ₹7980 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹99 |
| 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 | -1.59% | -1.88% |
| 6 Month | 4.22% | 0.35% |
| 1 Year | 8.1% | -1.63% |
| 3 Year | 20.31% | 10.54% |
| 5 Year | 24.05% | 12.83% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 2.21% | 0.08% |
| 1 Year | 15.13% | 10.15% |
| 3 Year | 19.01% | 10.54% |
| 5 Year | 21.14% | 9.9% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 14.91% | 13.36% |
| 3 Year | 13.3% | 13.67% |
| 5 Year | 12.35% | 17.26% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 9.72% | 11.82% |
| Sharp | 1.31% | 0.37% |
| Beta | 0.72% | 0.82% |
| Alpha | 6.50% | -2.74% |
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 | 15.92 | 5.2 |
| Small Cap | 11.69 | 20.68 |
| Large Cap | 68.6 | 51.64 |
| Mid Cap | 3.78 | 22.48 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| Others | 14.07 | 0.23 |
| Financial Services | 40.05 | 22.93 |
| Industrials | 5.1 | 6.15 |
| Healthcare | 6.7 | 5.99 |
| Consumer Cyclical | 20.38 | 21.1 |
| Basic Materials | 2.05 | 5.03 |
| Real Estate | 1.86 | 1.99 |
| Communication Services | 2.4 | 4.19 |
| Utilities | 2.78 | 3.17 |
| Technology | 4.61 | 20.14 |
| Consumer Defensive | - | 9.08 |
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