Quant Focused Fund vs HDFC Focused 30 Fund compare
HDFC Focused Fund - GROWTH PLAN
Quant Focused Fund-Growth
Chart Comparison
Overview
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Quant Focused Fund-Growth |
---|---|---|
Fund | HDFC Focused Fund - GROWTH PLAN | Quant Focused Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹22444 Cr | ₹1064 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 17 Sep 2004 | 29 Aug 2008 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 24.96% | % |
Expense Ratio | 1.67 | 2.18 |
Manager | Dhruv Muchhal | Sanjeev Sharma |
ISIN Code | INF179K01574 | INF966L01374 |
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 | Quant Focused Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Quant Focused Fund-Growth |
---|---|---|
1 Month | 2.61% | 0.79% |
6 Month | 14.98% | 12.05% |
1 Year | 5.74% | -11.52% |
3 Year | 21.59% | 12.07% |
5 Year | 27.96% | 20.71% |
SIP Return Analysis
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Quant Focused Fund-Growth |
---|---|---|
6 Month | 4.57% | 1.13% |
1 Year | 15.71% | 2.66% |
3 Year | 21.4% | 10.81% |
5 Year | 23.19% | 13.84% |
Rolling Lumpsum Returns
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Quant Focused Fund-Growth |
---|---|---|
1 Year | 15.45% | 13.99% |
3 Year | 12.91% | 17.21% |
5 Year | 12.12% | 15.96% |
Risk Management
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Quant Focused Fund-Growth |
---|---|---|
Standard Deviation | 9.99% | 15.933% |
Sharp | 1.39% | 0.641% |
Beta | 0.72% | 1.052% |
Alpha | 8.16% | 1.751% |
Fund Managers
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Quant Focused Fund-Growth |
---|---|---|
Name | Dhruv Muchhal | Sanjeev Sharma |
Total AUM | ₹520687 Cr | ₹39731 Cr |
Funds Managed | 40 | 22 |
HDFC Focused Fund - GROWTH PLAN | Quant Focused Fund-Growth |
Market Cap
Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Quant Focused Fund-Growth |
---|---|---|
Others | 14.69 | 30.62 |
Small Cap | 13.81 | 9.78 |
Large Cap | 68.25 | 57.46 |
Mid Cap | 3.25 | 2.14 |
Sector Allocation
Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Quant Focused Fund-Growth |
---|---|---|
Others | 11.94 | 25.21 |
Financial Services | 39.52 | 26.42 |
Real Estate | 2.76 | 7.03 |
Industrials | 4.51 | 8.44 |
Healthcare | 8.01 | 10.01 |
Consumer Cyclical | 23.11 | 3.27 |
Basic Materials | 2.8 | 0 |
Communication Services | 2.68 | - |
Utilities | 0.58 | 9.63 |
Technology | 4.1 | 2.78 |
Energy | - | 7.22 |
Consumer Defensive | - | 0 |
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