Axis Focused Fund vs HDFC Focused 30 Fund compare
HDFC Focused Fund - GROWTH PLAN
Axis Focused Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HDFC Focused Fund - GROWTH PLAN | Axis Focused Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹23533 Cr | ₹12257 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 17 Sep 2004 | 29 Jun 2012 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 24.96% | 180% |
| Expense Ratio | 1.67 | 1.74 |
| Manager | Dhruv Muchhal | Shreyash Devalkar |
| ISIN Code | INF179K01574 | INF846K01CH7 |
| 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 | Axis Focused Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.79% | 4.37% |
| 6 Month | 8.48% | 7.52% |
| 1 Year | 10.59% | 5.45% |
| 3 Year | 22.21% | 11.93% |
| 5 Year | 29.43% | 13.27% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.58% | 2.58% |
| 1 Year | 16.87% | 14.17% |
| 3 Year | 21.09% | 13.7% |
| 5 Year | 22.86% | 10.34% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.12% | 13.08% |
| 3 Year | 13.07% | 14.22% |
| 5 Year | 12.21% | 13.94% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.92% | 13.32% |
| Sharp | 1.44% | 0.31% |
| Beta | 0.73% | 0.91% |
| Alpha | 7.47% | -4.35% |
Fund Managers
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Shreyash Devalkar |
| Total AUM | ₹520687 Cr | ₹166770 Cr |
| Funds Managed | 40 | 14 |
| HDFC Focused Fund - GROWTH PLAN | Axis Focused Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 14.42 | 14.31 |
| Small Cap | 13.07 | 0.95 |
| Large Cap | 69.31 | 66.71 |
| Mid Cap | 3.2 | 18.03 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 11.95 | 4.84 |
| Financial Services | 38.99 | 33.39 |
| Real Estate | 2.47 | 3.41 |
| Industrials | 4.66 | 11.87 |
| Healthcare | 7.5 | 11.62 |
| Consumer Cyclical | 22.88 | 13.53 |
| Basic Materials | 2.65 | 3.74 |
| Communication Services | 2.39 | 8.58 |
| Utilities | 2.26 | 3.03 |
| Technology | 4.24 | 4.65 |
| Consumer Defensive | - | 1.35 |
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