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Tata Focused Equity Fund vs HDFC Focused 30 Fund compare
HDFC Focused Fund - GROWTH PLAN
Tata Focused Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Fund | HDFC Focused Fund - GROWTH PLAN | Tata Focused Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹25140 Cr | ₹1866 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 17 Sep 2004 | 05 Dec 2019 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 24.96% | 32.33% |
| Expense Ratio | 1.67 | 2.04 |
| Manager | Dhruv Muchhal | Kapil Malhotra |
| ISIN Code | INF179K01574 | INF277K010Y2 |
| 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 | Tata Focused Equity Fund - Regular Plan - 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 | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.11% | 0.84% |
| 6 Month | 5.82% | 4.45% |
| 1 Year | 12.3% | 2.96% |
| 3 Year | 21.35% | 14.6% |
| 5 Year | 26.8% | 17.74% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 2.73% | 2.26% |
| 1 Year | 15.45% | 10.85% |
| 3 Year | 19.85% | 12.75% |
| 5 Year | 21.76% | 13.91% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 14.99% | 17.79% |
| 3 Year | 13.28% | 18.47% |
| 5 Year | 12.33% | 20.13% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 9.78% | 12.52% |
| Sharp | 1.40% | 0.65% |
| Beta | 0.72% | 0.91% |
| Alpha | 6.95% | -0.40% |
Fund Managers
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Name | Dhruv Muchhal | Kapil Malhotra |
| Total AUM | ₹520687 Cr | ₹18472 Cr |
| Funds Managed | 40 | 7 |
| HDFC Focused Fund - GROWTH PLAN | Tata Focused Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 14.67 | 10.53 |
| Small Cap | 12.5 | 11.11 |
| Large Cap | 69.27 | 67.26 |
| Mid Cap | 3.56 | 11.11 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 12.73 | 8.02 |
| Financial Services | 39.92 | 27.81 |
| Real Estate | 1.94 | 3.53 |
| Industrials | 4.92 | 9.24 |
| Healthcare | 7.07 | 12.23 |
| Consumer Cyclical | 21.45 | 8.09 |
| Basic Materials | 2.33 | 5.98 |
| Communication Services | 2.45 | - |
| Utilities | 2.75 | 5.57 |
| Technology | 4.45 | 13.26 |
| Energy | - | 4.43 |
| Consumer Defensive | - | 1.85 |
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