- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹23533 Cr | ₹1819 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 | 2.25% | 2.49% |
| 6 Month | 8.14% | 7.35% |
| 1 Year | 10.11% | 1.01% |
| 3 Year | 21.7% | 14.79% |
| 5 Year | 28.97% | 19.79% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 4.22% | 3.23% |
| 1 Year | 17% | 10.14% |
| 3 Year | 20.6% | 12.84% |
| 5 Year | 22.34% | 14.06% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 15.12% | 18.6% |
| 3 Year | 13.07% | 18.64% |
| 5 Year | 12.21% | 20.38% |
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 | 14.42 | 9.03 |
| Small Cap | 13.07 | 15.38 |
| Large Cap | 69.31 | 58.64 |
| Mid Cap | 3.2 | 16.95 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 11.95 | 6.62 |
| Financial Services | 38.99 | 26.1 |
| Real Estate | 2.47 | 2.29 |
| Industrials | 4.66 | 10.69 |
| Healthcare | 7.5 | 16.76 |
| Consumer Cyclical | 22.88 | 8.37 |
| Basic Materials | 2.65 | 2.36 |
| Communication Services | 2.39 | - |
| Utilities | 2.26 | 6.34 |
| Technology | 4.24 | 14.36 |
| Energy | - | 4.17 |
| Consumer Defensive | - | 1.94 |
Top Comparisons
Kotak Aggressive Hybrid Fund - Growth
3Y Returns15.58%
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
3Y Returns16.93%
SBI Magnum Income Fund-Regular Plan-Growth
3Y Returns7.51%
LIC MF Bond Fund-Regular Plan-Growth
3Y Returns7.65%
Bandhan Bond Fund Income Plan Regular-Growth
3Y Returns6.37%
SBI Long Duration Fund - Regular Plan - Growth
3Y Returns0%
SBI Magnum Medium Duration Fund - Regular Plan - Growth
3Y Returns7.85%
HSBC Medium Duration Fund - Regular Growth
3Y Returns7.92%
