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) | ₹25140 Cr | ₹12581 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 | -0.22% | -1.2% |
| 6 Month | 6.26% | 3.25% |
| 1 Year | 10.66% | 4.64% |
| 3 Year | 20.8% | 10.78% |
| 5 Year | 26.54% | 10.14% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.21% | 1.29% |
| 1 Year | 16.28% | 11.01% |
| 3 Year | 19.97% | 11.95% |
| 5 Year | 21.97% | 9.35% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.95% | 12.66% |
| 3 Year | 13.29% | 14.14% |
| 5 Year | 12.35% | 13.82% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.78% | 15.43% |
| Sharp | 1.40% | 0.43% |
| Beta | 0.72% | 0.92% |
| Alpha | 6.95% | -4.11% |
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 | 14.67 | 13.5 |
| Small Cap | 12.5 | 0.79 |
| Large Cap | 69.27 | 67 |
| Mid Cap | 3.56 | 18.7 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 12.73 | 3.93 |
| Financial Services | 39.92 | 33.51 |
| Real Estate | 1.94 | 3.84 |
| Industrials | 4.92 | 11.85 |
| Healthcare | 7.07 | 12.11 |
| Consumer Cyclical | 21.45 | 13.64 |
| Basic Materials | 2.33 | 3.59 |
| Communication Services | 2.45 | 9.05 |
| Utilities | 2.75 | 3.19 |
| Technology | 4.45 | 4.42 |
| Consumer Defensive | - | 0.88 |
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