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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) | ₹26230 Cr | ₹1881 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 | -1.6% | -1.07% |
| 6 Month | 4.39% | 3.03% |
| 1 Year | 7.73% | -2.45% |
| 3 Year | 20.38% | 14.02% |
| 5 Year | 24.07% | 16.37% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 2.21% | 2.17% |
| 1 Year | 15.13% | 13.17% |
| 3 Year | 19.01% | 12.51% |
| 5 Year | 21.14% | 13.63% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 14.91% | 17.17% |
| 3 Year | 13.3% | 18.34% |
| 5 Year | 12.35% | 20.03% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 9.72% | 12.46% |
| Sharp | 1.31% | 0.59% |
| Beta | 0.72% | 0.90% |
| Alpha | 6.50% | -0.41% |
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 | 15.92 | 7.53 |
| Small Cap | 11.69 | 9.81 |
| Large Cap | 68.6 | 71.56 |
| Mid Cap | 3.78 | 11.1 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 14.07 | 5.77 |
| Financial Services | 40.05 | 27.61 |
| Industrials | 5.1 | 9.29 |
| Healthcare | 6.7 | 12.97 |
| Consumer Cyclical | 20.38 | 10.1 |
| Basic Materials | 2.05 | 6.64 |
| Real Estate | 1.86 | 2.86 |
| Communication Services | 2.4 | - |
| Utilities | 2.78 | 5.47 |
| Technology | 4.61 | 12.83 |
| Energy | - | 4.63 |
| Consumer Defensive | - | 1.84 |
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