HDFC Focused Fund - IDCW PLAN

HDFC Focused Fund - IDCW PLAN is a scheme launched by HDFC Mutual Fund on September 17, 2004, and falls under the Focused fund category. It currently manages an AUM of Rs 22,444.43 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 100. It charges an expense ratio of 1.68% for managing the portfolio.

• Investing Strategy:

  To generate long term capital appreciation/income by investing in equity & equity related instruments of up to 30 companies.

• Performance:

  HDFC Focused Fund - IDCW PLAN trailing returns over different times are -3.69% (1 year), 10.21% (3 year) and 15.41% (5 year). The average annual return of this fund stands at -1.28%.