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) ₹14968 Cr ₹896 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 17 Sep 2004 01 Aug 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 2.23
Manager Dhruv Muchhal Trideep Bhattacharya
ISIN Code INF179K01574 INF754K01OL0
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 Edelweiss Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Edelweiss Focused Fund - Regular Plan - Growth
1 Month 0.33% 3.43%
6 Month 4.79% 3.73%
1 Year 24.32% 23.37%
3 Year 24.72% -
5 Year 22.51% -

SIP Return Analysis

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Edelweiss Focused Fund - Regular Plan - Growth
6 Month - -
1 Year 16.25% 17.87%
3 Year 26.46% -
5 Year 27.92% -

Rolling Lumpsum Returns

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Edelweiss Focused Fund - Regular Plan - Growth
1 Year 15.41% 36.16%
3 Year 12.4% -
5 Year 11.56% -

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 13.27 7.35
Large Cap 66.47 77.53
Small Cap 16.75 1.19
Mid Cap 3.51 13.93

Sector Allocation

Scheme Name

HDFC Focused 30 Fund - GROWTH PLAN

Edelweiss Focused Fund - Regular Plan - Growth

Others 13.27 2.37
Telecom - Services 3.79 -
Banks 35.37 -
Realty 4.2 -
Agricultural, Commercial & Construction Vehicles 1.33 -
Pharmaceuticals & Biotechnology 7.92 -
Automobiles 8.52 -
Aerospace & Defense 0.57 -
Leisure Services 3.01 -
Ferrous Metals 1.74 -
Electrical Equipment 1.31 -
Healthcare Services 4.36 -
Insurance 4.55 -
Consumer Durables 1.7 -
Auto Components 2.28 -
IT - Software 4.63 -
Beverages 1.45 -
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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