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

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tortoise-icon HDFC Focused 30 Fund - GROWTH PLAN

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

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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) ₹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

Trailing Lumpsum Returns

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Month -2.9% -3.6%
6 Month -2% -4.88%
1 Year 18.62% 12.08%
3 Year 21.75% 11.91%
5 Year 21.66% 15.26%

SIP Return Analysis

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month - -
1 Year 8% 3.77%
3 Year 23.41% 16.85%
5 Year 26.11% 17.49%

Rolling Lumpsum Returns

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%

Risk Management

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% 0.52%
Beta 0.77% 0.93%
Alpha 9.33% -0.95%

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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
Fund Manage 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 13.27 5.17
Large Cap 66.47 79.66
Small Cap 16.75 2.27
Mid Cap 3.51 12.51

Sector Allocation

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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