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

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)	₹13127 Cr	₹7642 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	05 Sep 2004	05 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	Exit load of 1% if redeemed within 1 year/365	Exit load of 1%, if redeemed within 90 days./365

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Month	0.76%	4.73%
6 Month	18.32%	14.58%
1 Year	43.05%	36.12%
3 Year	28.45%	15.36%
5 Year	24.9%	19.87%

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month	-	-
1 Year	19.57%	15.15%
3 Year	52.12%	33.2%
5 Year	101.93%	62.4%

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year	26.22%	19.79%
3 Year	75.97%	47.91%
5 Year	108.9%	69.28%

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%	0.9%
Beta	0.77%	0.94%
Alpha	9.33%	-1.06%

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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
Large Cap	69.63	82.9
Others	12.85	3.32
Small Cap	13.95	1.84
Mid Cap	3.57	11.95

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Banks	36.33	-
Others	9.31	2.93
Pharmaceuticals & Biotechnology	8.48	-
IT - Software	9.03	-
Insurance	3.98	2.78
Telecom - Services	3.87	-
Auto Components	2.59	-
Healthcare Services	4.88	-
Realty	5.83	-
Aerospace & Defense	2.3	-
Automobiles	4.23	-
Leisure Services	2.18	-
Consumer Durables	2.01	-
Electrical Equipment	1.35	-
Agricultural, Commercial & Construction Vehicles	1.26	-
Beverages	1.17	-
Transport Services	0.6	-
IT - Services	0.6	-
Financial	-	33.34
Technology	-	10.52
Construction	-	9.13
Energy	-	9.17
Communication	-	5.74
Automobile	-	8.17
Healthcare	-	4.04
Consumer Staples	-	6.37
Consumer Discretionary	-	4
Materials	-	3.82