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
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 | 5.96% | 6.03% |
6 Month | -6.26% | -11.12% |
1 Year | 15.57% | 8.89% |
3 Year | 23.4% | 13.89% |
5 Year | 32.66% | 23.26% |
SIP Return Analysis
Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
6 Month | -0.48% | -3.29% |
1 Year | 2.84% | -4.63% |
3 Year | 22.27% | 15.02% |
5 Year | 25.24% | 15.85% |
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% | 0.9% |
Alpha | 9.571% | 0.01% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 4.67 |
Small Cap | 13.92 | 1.83 |
Large Cap | 66.22 | 81.62 |
Mid Cap | 3.81 | 11.89 |
Sector Allocation
Scheme Name |
HDFC Focused 30 Fund - GROWTH PLAN |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 13.91 | 1.69 |
Communication Services | 3.65 | 5.53 |
Financial Services | 39.06 | 31.57 |
Industrials | 3.31 | 4.58 |
Healthcare | 10.65 | 3.5 |
Consumer Cyclical | 20.08 | 16.44 |
Basic Materials | 2.77 | 4.15 |
Technology | 4.43 | 12.97 |
Real Estate | 2.12 | 2.79 |
Consumer Defensive | 0 | 7.52 |
Energy | - | 5.44 |
Utilities | - | 3.83 |
Top Comparisons
Kotak Medium Term Fund - Growth
3Y Returns6.44%
HSBC Medium Duration Fund - Regular Growth
3Y Returns6.55%
HDFC Manufacturing Fund - Regular (G)
3Y Returns0%
DSP Nifty Bank Index Fund - Regular (G)
3Y Returns0%
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
3Y Returns20.14%
Axis Nifty 100 Index Fund - Regular Plan - Growth Option
3Y Returns11.5%
Nippon India Focused Equity Fund -Growth Plan -Growth Option
3Y Returns13.19%
HSBC Focused Fund - Regular Growth
3Y Returns13.03%