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HDFC Focused 30 Fund - GROWTH PLAN

  • Equity
  • Focused
  • Very High
  • Current NAV

    ₹186.17 0.289%

    15-04-2024
  • Annual Returns

    40.44%

  • Min. SIP ₹100

    Min. Investment ₹100

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  • Equity 84.47%
  • Others 15.53%

Market Cap

Allocation
Large Cap 69.22
Small Cap 8.96
Mid Cap 6.27
Others 0.02

Sector Allocation

Financial

Healthcare

Automobile

Capital Goods

Technology

Insurance

Energy

Communication

Construction

Services

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
15-Apr-2024
Holdings PE Ratio
15-Apr-2024
1Y Return
ICICI Bank Ltd. Large Cap Financial (25.02) 9.39% 17.84 19.88%
HDFC Bank Ltd. Large Cap Financial (25.02) 9.2% 19.21 -11.83%
Axis Bank Ltd. Large Cap Financial (24.43) 6.07% 28.68 29.81%
Cipla Ltd. Large Cap Healthcare (54.75) 5.37% 30.2 51.34%
State Bank of India Large Cap Financial (16.19) 4.9% 10.42 42.13%
SBI Life Insurance Company Ltd. Large Cap Insurance (25.39) 4.54% 0 30.38%
Hindustan Aeronautics Ltd. Large Cap Capital Goods (51.36) 4.35% 39.52 29.35%
HCL Technologies Ltd. Large Cap Technology (33.95) 4.19% 26.1 40.88%
Apollo Hospitals Enterprise Ltd. Large Cap Healthcare (92.93) 3.84% 114.76 43.3%
Bharti Airtel Ltd. Large Cap Communication (66.77) 3.28% 84.22 60.09%
Bosch Ltd. Mid Cap Automobile (47.65) 2.88% 37.8 57.62%
Maruti Suzuki India Ltd. Large Cap Automobile (44.1) 2.28% 32.08 43.15%
Prestige Estates Projects Ltd. Mid Cap Construction (120.38) 2.24% 28.84 173.1%
Kotak Mahindra Bank Ltd. Large Cap Financial (24.43) 2.04% 26.45 -0.13%
Power Grid Corporation Of India Ltd. Large Cap Energy (26.43) 2% 16.25 58.49%
Piramal Pharma Ltd. Small Cap Healthcare (22.59) 1.99% 0 -26.02%
Karur Vysya Bank Ltd. Small Cap Financial (25.02) 1.94% 0 88.05%
NTPC Ltd. Large Cap Energy (27.25) 1.86% 17.97 108.87%
Sapphire Foods India Ltd. Small Cap Services (69.64) 1.71% 51.32 25.68%
Metropolis Healthcare Ltd. Small Cap Healthcare (64.18) 1.66% -1.11 36.82%
Avalon Technologies Ltd. Small Cap Capital Goods (57.8) 1.66% 75.7 0%
Tech Mahindra Ltd. Large Cap Technology (33.95) 1.54% 42.35 12.31%
Mahindra & Mahindra Ltd. Large Cap Automobile (44.1) 1.51% 22.91 70.54%
Dr. Reddy's Laboratories Ltd. Large Cap Healthcare (54.75) 1.46% 19.18 23.83%
Bajaj Auto Ltd. Large Cap Automobile (44.45) 1.4% 34.43 109.84%
Escorts Kubota Ltd. Mid Cap Automobile (61.95) 1.15% 32.67 52.69%
Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) Communication (98.44) 0.02% 9.63 68%

Market Cap

Allocation
Others 15.53

Sector Allocation

Others

Construction

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 11.24% 0%
Others Others -0.05% 0%

Frequently Asked Questions’s

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 holdings for HDFC Focused 30 Fund?

The top holdings of this fund are ICICI Bank Ltd., HDFC Bank Ltd., Axis Bank Ltd., Cipla Ltd., State Bank of India

Top 5 Sector for HDFC Focused 30 Fund?

The major sectors of this fund are Financial, Healthcare, Automobile, Capital Goods, Technology.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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