Edelweiss Focused Fund vs HDFC Focused 30 Fund compare

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

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	Edelweiss Focused Fund - Regular Plan - Growth
1 Month	-2.9%	-5.88%
6 Month	-2%	-3.79%
1 Year	18.62%	14.31%
3 Year	21.75%	-
5 Year	21.66%	-

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	Edelweiss Focused Fund - Regular Plan - Growth
6 Month	-	-
1 Year	8%	5%
3 Year	23.41%	-
5 Year	26.11%	-

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%	-

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%	-

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

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

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