Axis Focused Fund vs HDFC Focused 30 Fund compare

Overview

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	Axis Focused Fund - Regular Plan - Growth Option
Fund	HDFC Focused 30 Fund - GROWTH PLAN	Axis Focused Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹13127 Cr	₹13882 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	05 Sep 2004	02 May 2012
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	24.96%	180%
Expense Ratio	1.68	1.72
Manager	Dhruv Muchhal	Shreyash Devalkar
ISIN Code	INF179K01574	INF846K01CH7
Exits Load	Exit load of 1% if redeemed within 1 year/365	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	Axis Focused Fund - Regular Plan - Growth Option
1 Month	0.76%	2.69%
6 Month	18.32%	17.53%
1 Year	43.05%	32.15%
3 Year	28.45%	6.95%
5 Year	24.9%	14.73%

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	Axis Focused Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	19.57%	13.1%
3 Year	52.12%	20.06%
5 Year	101.93%	38.42%

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	Axis Focused Fund - Regular Plan - Growth Option
1 Year	15.57%	14.42%
3 Year	12.52%	14.69%
5 Year	11.6%	14.1%

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	Axis Focused Fund - Regular Plan - Growth Option
Standard Deviation	11.38%	15.43%
Sharp	1.69%	0.22%
Beta	0.77%	1.05%
Alpha	9.33%	-10.87%

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	Axis Focused Fund - Regular Plan - Growth Option
Name	Dhruv Muchhal	Shreyash Devalkar
Total AUM	₹520687 Cr	₹166770 Cr
Fund Manage	40	14
	HDFC Focused 30 Fund - GROWTH PLAN	Axis Focused Fund - Regular Plan - Growth Option

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	Axis Focused Fund - Regular Plan - Growth Option
Others	12.85	2.25
Large Cap	69.63	79.33
Small Cap	13.95	0.1
Mid Cap	3.57	18.31

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	Axis Focused Fund - Regular Plan - Growth Option
Others	9.31	2.25
Telecom - Services	3.87	4.59
IT - Software	9.03	6.12
Banks	36.33	13.06
Realty	5.83	2.38
Agricultural, Commercial & Construction Vehicles	1.26	-
Pharmaceuticals & Biotechnology	8.48	3.45
Automobiles	4.23	7.41
Aerospace & Defense	2.3	3.28
Electrical Equipment	1.35	-
Healthcare Services	4.88	2.64
Insurance	3.98	-
IT - Services	0.6	-
Transport Services	0.6	2.01
Consumer Durables	2.01	-
Auto Components	2.59	3.08
Leisure Services	2.18	-
Beverages	1.17	-
Petroleum Products	-	5.04
Cement & Cement Products	-	2.2
Finance	-	15.68
Retailing	-	10.69
Industrial Products	-	0.77
Chemicals & Petrochemicals	-	6.09
Food Products	-	0.1
Fertilizers & Agrochemicals	-	1.93
Power	-	7.22