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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) | ₹22444 Cr | ₹1813 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 | 3.56% | 1.92% |
| 6 Month | 16.05% | 15.85% |
| 1 Year | 6.68% | -5.45% |
| 3 Year | 22.59% | 15.81% |
| 5 Year | 28.12% | 19.84% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 4.57% | 3.9% |
| 1 Year | 15.71% | 8.22% |
| 3 Year | 21.4% | 13.85% |
| 5 Year | 23.19% | 14.8% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 15.45% | 19.73% |
| 3 Year | 12.91% | 18.87% |
| 5 Year | 12.12% | 21.71% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 9.99% | 13.13% |
| Sharp | 1.39% | 0.62% |
| Beta | 0.72% | 0.93% |
| Alpha | 8.16% | 0.77% |
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 | 14.23 | 6.52 |
| Small Cap | 13.88 | 16.22 |
| Large Cap | 68.53 | 60.55 |
| Mid Cap | 3.36 | 16.71 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 11.59 | 5.95 |
| Financial Services | 37.98 | 25.71 |
| Real Estate | 2.64 | 2.23 |
| Industrials | 4.77 | 10.15 |
| Healthcare | 8.11 | 17.28 |
| Consumer Cyclical | 23.8 | 8.11 |
| Basic Materials | 2.68 | 2.45 |
| Communication Services | 2.52 | - |
| Utilities | 1.68 | 6.75 |
| Technology | 4.21 | 15.15 |
| Energy | - | 4.16 |
| Consumer Defensive | - | 2.05 |
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