HDFC Focused 30 Fund vs Aditya Birla Sun Life Focused Equity Fund compare

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tortoise-icon HDFC Focused 30 Fund - GROWTH PLAN

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tortoise-icon Aditya Birla Sun Life Focused Equity Fund -Growth Option

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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 Aditya Birla Sun Life Focused Equity Fund -Growth Option
Fund HDFC Focused 30 Fund - GROWTH PLAN Aditya Birla Sun Life Focused Equity Fund -Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹13127 Cr ₹7642 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 05 Sep 2004 05 Oct 2005
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 24.96% 45%
Expense Ratio 1.68 1.82
Manager Dhruv Muchhal Dhaval Joshi
ISIN Code INF179K01574 INF209K01462
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 Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Month -3.03% -5.35%
6 Month 10.1% 9.25%
1 Year 34.74% 29.3%
3 Year 23% 12.58%
5 Year 22.18% 16.65%

SIP Return Analysis

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month - -
1 Year 28.04% 20.93%
3 Year 29.25% 21.14%
5 Year 29.17% 20.03%

Rolling Lumpsum Returns

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year 15.41% 12.77%
3 Year 12.4% 12.19%
5 Year 11.56% 13.25%

Risk Management

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Aditya Birla Sun Life Focused Equity Fund -Growth Option
Standard Deviation 11.38% 12.25%
Sharp 1.69% 0.57%
Beta 0.77% 0.93%
Alpha 9.33% -0.96%

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Fund Managers

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Aditya Birla Sun Life Focused Equity Fund -Growth Option
Name Dhruv Muchhal Dhaval Joshi
Total AUM ₹520687 Cr ₹361932 Cr
Fund Manage 40 55
HDFC Focused 30 Fund - GROWTH PLAN Aditya Birla Sun Life Focused Equity Fund -Growth Option

Market Cap

Scheme Name

HDFC Focused 30 Fund - GROWTH PLAN

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Others 12.85 3.32
Large Cap 69.63 82.9
Small Cap 13.95 1.84
Mid Cap 3.57 11.95

Sector Allocation

Scheme Name

HDFC Focused 30 Fund - GROWTH PLAN

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Others 9.31 2.93
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 2.78
IT - Services 0.6 -
Transport Services 0.6 -
Consumer Durables 2.01 -
Auto Components 2.59 -
Leisure Services 2.18 -
Beverages 1.17 -
Communication - 5.74
Energy - 9.17
Technology - 10.52
Materials - 3.82
Construction - 9.13
Consumer Staples - 6.37
Financial - 33.34
Healthcare - 4.04
Automobile - 8.17
Consumer Discretionary - 4

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