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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) ₹15688 Cr ₹897 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 1.67 2.24
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 3.86% 3.04%
6 Month 0.63% -5.8%
1 Year 18.79% 12.43%
3 Year 22.68% -
5 Year 31.17% -

SIP Return Analysis

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Edelweiss Focused Fund - Regular Plan - Growth
6 Month 3.23% -0.95%
1 Year 6.95% -4.65%
3 Year 23.08% -
5 Year 25.42% -

Rolling Lumpsum Returns

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Edelweiss Focused Fund - Regular Plan - Growth
1 Year 16.01% 33.15%
3 Year 12.6% -
5 Year 11.81% -

Risk Management

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Edelweiss Focused Fund - Regular Plan - Growth
Standard Deviation 11.245% -
Sharp 1.3% -
Beta 0.756% -
Alpha 9.571% -

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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
Funds Managed 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 16.06 6.4
Small Cap 13.92 3.43
Large Cap 66.22 67.43
Mid Cap 3.81 22.74

Sector Allocation

Scheme Name

HDFC Focused 30 Fund - GROWTH PLAN

Edelweiss Focused Fund - Regular Plan - Growth

Others 13.91 3.35
Communication Services 3.65 -
Financial Services 39.06 30.14
Industrials 3.31 14.09
Healthcare 10.65 4.37
Consumer Cyclical 20.08 16.75
Basic Materials 2.77 3.52
Technology 4.43 14.64
Real Estate 2.12 2.1
Consumer Defensive 0 3.88
Energy - 4.44
Utilities - 2.71

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