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) | ₹23533 Cr | ₹7769 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 | 3.57% | 4.2% |
| 6 Month | 9.36% | 10.45% |
| 1 Year | 10.89% | 5.2% |
| 3 Year | 22.13% | 12.54% |
| 5 Year | 29.08% | 16.47% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 3.58% | 2.41% |
| 1 Year | 16.87% | 12.89% |
| 3 Year | 21.09% | 12.81% |
| 5 Year | 22.86% | 11.6% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 15.12% | 14.1% |
| 3 Year | 13.07% | 14.52% |
| 5 Year | 12.21% | 17.79% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 9.92% | 11.85% |
| Sharp | 1.44% | 0.45% |
| Beta | 0.73% | 0.82% |
| Alpha | 7.47% | -2.38% |
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 | 14.42 | 3.12 |
| Small Cap | 13.07 | 24.4 |
| Large Cap | 69.31 | 51.76 |
| Mid Cap | 3.2 | 20.72 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| Others | 11.95 | 0.2 |
| Financial Services | 38.99 | 22.91 |
| Real Estate | 2.47 | 1.93 |
| Industrials | 4.66 | 6.11 |
| Healthcare | 7.5 | 5.98 |
| Consumer Cyclical | 22.88 | 24.01 |
| Basic Materials | 2.65 | 4.64 |
| Communication Services | 2.39 | 3.85 |
| Utilities | 2.26 | 3 |
| Technology | 4.24 | 18.67 |
| Consumer Defensive | - | 8.69 |
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