Edelweiss Focused Fund vs HDFC Focused 30 Fund compare

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tortoise-icon HDFC Focused 30 Fund - GROWTH PLAN

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tortoise-icon Edelweiss Focused Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Edelweiss Focused Fund - Regular Plan - Growth
Fund HDFC Focused 30 Fund - GROWTH PLAN Edelweiss Focused Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹13127 Cr ₹863 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 05 Sep 2004 26 Jul 2022
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 24.96% 49%
Expense Ratio 1.68 2.24
Manager Dhruv Muchhal Trideep Bhattacharya
ISIN Code INF179K01574 INF754K01OL0
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Edelweiss Focused Fund - Regular Plan - Growth
1 Month 0.76% 3.32%
6 Month 18.32% 22.12%
1 Year 43.05% 44.02%
3 Year 28.45% -
5 Year 24.9% -

SIP Return Analysis

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Edelweiss Focused Fund - Regular Plan - Growth
6 Month - -
1 Year 19.57% 18.31%
3 Year 52.12% 32.01%
5 Year 101.93% 32.01%

Rolling Lumpsum Returns

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Edelweiss Focused Fund - Regular Plan - Growth
1 Year 26.22% 25.58%
3 Year 75.97% 38.85%
5 Year 108.9% 38.85%

Risk Management

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Edelweiss Focused Fund - Regular Plan - Growth
Standard Deviation 11.38% 10.83%
Sharp 1.69% -
Beta 0.77% -
Alpha 9.33% -

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Fund Managers

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Edelweiss Focused Fund - Regular Plan - Growth
Name Dhruv Muchhal Trideep Bhattacharya
Total AUM ₹520687 Cr ₹0 Cr
Fund Manage 40 9
HDFC Focused 30 Fund - GROWTH PLAN Edelweiss Focused Fund - Regular Plan - Growth

Market Cap

Scheme Name

HDFC Focused 30 Fund - GROWTH PLAN

Edelweiss Focused Fund - Regular Plan - Growth

Others 12.85 7.35
Large Cap 69.63 77.53
Small Cap 13.95 1.19
Mid Cap 3.57 13.93

Sector Allocation

Scheme Name

HDFC Focused 30 Fund - GROWTH PLAN

Edelweiss Focused Fund - Regular Plan - Growth

Others 9.31 2.37
Telecom - Services 3.87 -
IT - Software 9.03 -
Banks 36.33 -
Realty 5.83 -
Agricultural, Commercial & Construction Vehicles 1.26 -
Pharmaceuticals & Biotechnology 8.48 -
Automobiles 4.23 -
Aerospace & Defense 2.3 -
Electrical Equipment 1.35 -
Healthcare Services 4.88 -
Insurance 3.98 -
IT - Services 0.6 -
Transport Services 0.6 -
Consumer Durables 2.01 -
Auto Components 2.59 -
Leisure Services 2.18 -
Beverages 1.17 -
Energy - 8.29
Consumer Staples - 2.84
Construction - 8.14
Financial - 25.52
Healthcare - 4.09
Capital Goods - 14.88
Automobile - 6.74
Materials - 4.22
Consumer Discretionary - 2.88
Technology - 8.99
Services - 8.94
Metals & Mining - 2.1

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