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) | ₹26230 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 | -1.48% | -1.2% |
| 6 Month | 4.98% | 2.09% |
| 1 Year | 9.12% | 1.51% |
| 3 Year | 20.3% | 13.06% |
| 5 Year | 24.17% | 17.42% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Quant Focused Fund-Growth |
|---|---|---|
| 6 Month | 0.33% | -0.42% |
| 1 Year | 10.39% | 5.08% |
| 3 Year | 18.03% | 9.39% |
| 5 Year | 20.82% | 12.48% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Quant Focused Fund-Growth |
|---|---|---|
| 1 Year | 14.87% | 13.58% |
| 3 Year | 13.34% | 16.82% |
| 5 Year | 12.39% | 16.21% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Quant Focused Fund-Growth |
|---|---|---|
| Standard Deviation | 9.72% | 15.933% |
| Sharp | 1.31% | 0.641% |
| Beta | 0.72% | 1.052% |
| Alpha | 6.50% | 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 | 15.92 | 30.7 |
| Small Cap | 11.69 | 7.62 |
| Large Cap | 68.6 | 61.68 |
| Mid Cap | 3.78 | - |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 14.07 | 30.7 |
| Financial Services | 40.05 | 20.61 |
| Industrials | 5.1 | 7.14 |
| Healthcare | 6.7 | 3.59 |
| Consumer Cyclical | 20.38 | 3.99 |
| Basic Materials | 2.05 | - |
| Real Estate | 1.86 | 6.99 |
| Communication Services | 2.4 | - |
| Utilities | 2.78 | 15.34 |
| Technology | 4.61 | 2.93 |
| Energy | - | 8.71 |
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