Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Aditya Birla Sun Life Focused Equity Fund vs HDFC Focused 30 Fund compare

Link copied to clipboard!

tortoise-icon HDFC Focused 30 Fund - GROWTH PLAN

Invest Now

tortoise-icon Aditya Birla Sun Life Focused Equity Fund -Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Aditya Birla Sun Life Focused Equity Fund -Growth Option
Fund HDFC Focused 30 Fund - GROWTH PLAN Aditya Birla Sun Life Focused Equity Fund -Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹15688 Cr ₹7354 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 17 Sep 2004 24 Oct 2005
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 24.96% 45%
Expense Ratio 1.67 1.82
Manager Dhruv Muchhal Dhaval Joshi
ISIN Code INF179K01574 INF209K01462
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 Aditya Birla Sun Life Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Month 3.86% 2.19%
6 Month 0.63% -4.89%
1 Year 18.79% 11.03%
3 Year 22.68% 14.2%
5 Year 31.17% 22.42%

SIP Return Analysis

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month 3.23% 0.22%
1 Year 6.95% -2.01%
3 Year 23.08% 15.25%
5 Year 25.42% 15.66%

Rolling Lumpsum Returns

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year 16.01% 12.97%
3 Year 12.6% 12.3%
5 Year 11.81% 13.39%

Risk Management

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Aditya Birla Sun Life Focused Equity Fund -Growth Option
Standard Deviation 11.245% 12.25%
Sharp 1.3% 0.46%
Beta 0.756% 0.89%
Alpha 9.571% -0.05%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Aditya Birla Sun Life Focused Equity Fund -Growth Option
Name Dhruv Muchhal Dhaval Joshi
Total AUM ₹520687 Cr ₹361932 Cr
Funds Managed 40 55
HDFC Focused 30 Fund - GROWTH PLAN Aditya Birla Sun Life Focused Equity Fund -Growth Option

Market Cap

Scheme Name

HDFC Focused 30 Fund - GROWTH PLAN

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Others 16.06 1.63
Small Cap 13.92 1.58
Large Cap 66.22 84.34
Mid Cap 3.81 12.27

Sector Allocation

Scheme Name

HDFC Focused 30 Fund - GROWTH PLAN

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Others 13.91 1.63
Communication Services 3.65 -
Financial Services 39.06 -
Industrials 3.31 -
Healthcare 10.65 -
Consumer Cyclical 20.08 -
Basic Materials 2.77 -
Technology 4.43 -
Real Estate 2.12 -
Consumer Defensive 0 -
Petroleum Products - 5.47
IT - Software - 12.04
Construction - 4.3
Diversified FMCG - 1.49
Non - Ferrous Metals - 2.73
Banks - 21.41
Pharmaceuticals & Biotechnology - 2.93
Automobiles - 9.16
Insurance - 5.08
Agricultural Food & other Products - 2.47
Realty - 2.79
Consumer Durables - 3.87
Finance - 6.62
Telecom - Services - 5.53
Cement & Cement Products - 1.77
Power - 3.77
Retailing - 3.9
Beverages - 2.86

Top Comparisons

Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

3Y Returns5.76%

VS

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

3Y Returns11.09%

Compare Now

Kotak Focused Equity Fund- Regular plan _ Growth Option Kotak Focused Equity Fund- Regular plan _ Growth Option

3Y Returns12.84%

VS

BANDHAN Focused Equity Fund - Regular Plan - Growth BANDHAN Focused Equity Fund - Regular Plan - Growth

3Y Returns15.52%

Compare Now

BANDHAN Credit Risk Fund - Regular Plan Growth BANDHAN Credit Risk Fund - Regular Plan Growth

3Y Returns6.35%

VS

Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option

3Y Returns7.32%

Compare Now

Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

3Y Returns13.61%

VS

INVESCO INDIA LARGE & MID CAP FUND - Growth INVESCO INDIA LARGE & MID CAP FUND - Growth

3Y Returns21.18%

Compare Now
Add to Cart Successfully