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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) | ₹21456 Cr | ₹1825 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 | 1.64% | 1.36% |
| 6 Month | 12.05% | 9.27% |
| 1 Year | 9.98% | -1.64% |
| 3 Year | 22.83% | 15.74% |
| 5 Year | 27.44% | 20.16% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 3.46% | 4.28% |
| 1 Year | 9.68% | 2.71% |
| 3 Year | 20.39% | 13.36% |
| 5 Year | 22.9% | 14.78% |
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 | 10.15% | 13.16% |
| Sharp | 1.51% | 0.73% |
| Beta | 0.73% | 0.93% |
| Alpha | 7.98% | 0.20% |
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 | 14.69 | 9.79 |
| Small Cap | 13.81 | 18.27 |
| Large Cap | 68.25 | 56.53 |
| Mid Cap | 3.25 | 15.42 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 11.94 | 9.79 |
| Financial Services | 39.52 | 26.76 |
| Real Estate | 2.76 | 1.78 |
| Industrials | 4.51 | 7.99 |
| Healthcare | 8.01 | 15.33 |
| Consumer Cyclical | 23.11 | 9.41 |
| Basic Materials | 2.8 | 2.36 |
| Communication Services | 2.68 | - |
| Utilities | 0.58 | 6.83 |
| Technology | 4.1 | 13.58 |
| Energy | - | 4.24 |
| Consumer Defensive | - | 1.93 |
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