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)	₹14968 Cr	₹13356 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	1.68	1.73
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

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	Axis Focused Fund - Regular Plan - Growth Option
1 Month	0.33%	2.24%
6 Month	4.79%	2.1%
1 Year	24.32%	16.08%
3 Year	24.72%	5.28%
5 Year	22.51%	11.51%

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	Axis Focused Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	16.25%	10.45%
3 Year	26.46%	13.52%
5 Year	27.92%	12.55%

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	Axis Focused Fund - Regular Plan - Growth Option
1 Year	15.41%	14.58%
3 Year	12.4%	14.67%
5 Year	11.56%	14.05%

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	13.27	5.54
Large Cap	66.47	73.41
Small Cap	16.75	-
Mid Cap	3.51	21.06

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	Axis Focused Fund - Regular Plan - Growth Option
Others	13.27	5.54
Telecom - Services	3.79	5.7
Banks	35.37	17.55
Realty	4.2	2.76
Agricultural, Commercial & Construction Vehicles	1.33	-
Pharmaceuticals & Biotechnology	7.92	4.6
Automobiles	8.52	6.98
Aerospace & Defense	0.57	3.02
Leisure Services	3.01	-
Ferrous Metals	1.74	-
Electrical Equipment	1.31	1.34
Healthcare Services	4.36	2.82
Insurance	4.55	-
Consumer Durables	1.7	-
Auto Components	2.28	1.12
IT - Software	4.63	5.97
Beverages	1.45	-
Cement & Cement Products	-	0.69
Finance	-	9.91
Retailing	-	11.35
Industrial Products	-	0.89
Chemicals & Petrochemicals	-	5
Financial Technology (Fintech)	-	3.32
Fertilizers & Agrochemicals	-	2.37
Transport Services	-	2.67
Power	-	6.41