Aditya Birla Sun Life Focused Equity Fund vs HDFC Focused 30 Fund compare
HDFC Focused 30 Fund - GROWTH PLAN
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Chart Comparison
| 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) | ₹14968 Cr | ₹7729 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 | 1.68 | 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 |
| Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Month | 0.33% | 0.35% |
| 6 Month | 4.79% | 3.54% |
| 1 Year | 24.32% | 19.07% |
| 3 Year | 24.72% | 14.3% |
| 5 Year | 22.51% | 16.46% |
| Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 16.25% | 11.08% |
| 3 Year | 26.46% | 19.16% |
| 5 Year | 27.92% | 19.01% |
| Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Year | 15.41% | 12.77% |
| 3 Year | 12.4% | 12.19% |
| 5 Year | 11.56% | 13.25% |
| Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Standard Deviation | 11.38% | 12.25% |
| Sharp | 1.69% | 0.66% |
| Beta | 0.77% | 0.93% |
| Alpha | 9.33% | -0.79% |
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| 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 |
| Fund Manage | 40 | 55 |
| HDFC Focused 30 Fund - GROWTH PLAN | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
| Scheme Name |
HDFC Focused 30 Fund - GROWTH PLAN |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 13.27 | 5.17 |
| Large Cap | 66.47 | 79.66 |
| Small Cap | 16.75 | 2.27 |
| Mid Cap | 3.51 | 12.51 |
| Scheme Name |
HDFC Focused 30 Fund - GROWTH PLAN |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 13.27 | 5.17 |
| Telecom - Services | 3.79 | 5.39 |
| Banks | 35.37 | 23.64 |
| Realty | 4.2 | 2.5 |
| Agricultural, Commercial & Construction Vehicles | 1.33 | - |
| Pharmaceuticals & Biotechnology | 7.92 | 4.3 |
| Automobiles | 8.52 | 7.91 |
| Aerospace & Defense | 0.57 | - |
| Leisure Services | 3.01 | - |
| Ferrous Metals | 1.74 | - |
| Electrical Equipment | 1.31 | - |
| Healthcare Services | 4.36 | - |
| Insurance | 4.55 | 5.47 |
| Consumer Durables | 1.7 | 4.26 |
| Auto Components | 2.28 | - |
| IT - Software | 4.63 | 12.49 |
| Beverages | 1.45 | 2.9 |
| Petroleum Products | - | 4.8 |
| Construction | - | 4.42 |
| Diversified FMCG | - | 1.61 |
| Non - Ferrous Metals | - | 1.7 |
| Agricultural Food & other Products | - | 2.05 |
| Finance | - | 4.67 |
| Cement & Cement Products | - | 1.74 |
| Power | - | 4.59 |
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