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Axis Focused Fund vs HDFC Focused 30 Fund compare

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tortoise-icon HDFC Focused Fund - GROWTH PLAN

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tortoise-icon Axis Focused Fund - Regular Plan - 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 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) ₹26230 Cr ₹11972 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 -0.09% -2.7%
6 Month 3.46% -2.84%
1 Year 13.89% 6.11%
3 Year 21.25% 11.96%
5 Year 22.75% 7.1%

SIP Return Analysis

Scheme Name HDFC Focused Fund - GROWTH PLAN Axis Focused Fund - Regular Plan - Growth Option
6 Month 1.72% -2.3%
1 Year 11.94% 1.74%
3 Year 17.51% 8.07%
5 Year 20.23% 7.17%

Rolling Lumpsum Returns

Scheme Name HDFC Focused Fund - GROWTH PLAN Axis Focused Fund - Regular Plan - Growth Option
1 Year 14.78% 12.39%
3 Year 13.38% 14.03%
5 Year 12.4% 13.7%

Risk Management

Scheme Name HDFC Focused Fund - GROWTH PLAN Axis Focused Fund - Regular Plan - Growth Option
Standard Deviation 11.38% 15.43%
Sharp 1.48% 0.45%
Beta 0.71% 0.93%
Alpha 6.46% -4.16%

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 15.92 12.52
Small Cap 11.69 0.6
Large Cap 68.6 68.49
Mid Cap 3.78 18.4

Sector Allocation

Scheme Name

HDFC Focused Fund - GROWTH PLAN

Axis Focused Fund - Regular Plan - Growth Option

Others 14.07 3.02
Financial Services 40.05 34.28
Industrials 5.1 11.97
Healthcare 6.7 11.54
Consumer Cyclical 20.38 13.51
Basic Materials 2.05 3.46
Real Estate 1.86 3.73
Communication Services 2.4 9.16
Utilities 2.78 2.98
Technology 4.61 4.67
Consumer Defensive - 1.69

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