Tata Focused Equity Fund vs HDFC Focused 30 Fund compare

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HDFC Focused Fund - GROWTH PLAN

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Tata Focused Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹19578 Cr	₹1796 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

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Tata Focused Fund-Regular Plan-Growth
1 Month	3.06%	3.91%
6 Month	6.36%	-2.3%
1 Year	9.12%	-0.25%
3 Year	27.17%	19.93%
5 Year	28.93%	22.23%

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Tata Focused Fund-Regular Plan-Growth
6 Month	8.32%	7.96%
1 Year	15.3%	5.2%
3 Year	23.16%	15.45%
5 Year	24.87%	16.34%

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Tata Focused Fund-Regular Plan-Growth
1 Year	15.65%	20.84%
3 Year	12.76%	18.86%
5 Year	12.06%	19.02%

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Tata Focused Fund-Regular Plan-Growth
Standard Deviation	11.27%	14.17%
Sharp	1.47%	0.72%
Beta	0.76%	0.94%
Alpha	7.99%	-0.41%

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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

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Tata Focused Fund-Regular Plan-Growth
Others	16.5	8.09
Small Cap	13.66	17.77
Large Cap	66.47	58.66
Mid Cap	3.37	15.48

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Tata Focused Fund-Regular Plan-Growth
Others	13.69	8.09
Financial Services	40.24	28.45
Real Estate	2.81	1.93
Industrials	3.31	7.74
Healthcare	7.73	12.69
Consumer Cyclical	22.39	11.58
Basic Materials	3.13	2.2
Communication Services	2.84	-
Technology	3.86	14.36
Energy	-	4.4
Consumer Defensive	-	1.83
Utilities	-	6.75