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

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HDFC Focused 30 Fund - GROWTH PLAN

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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 Risk	Very High Risk
Asset Size (Cr)	₹15688 Cr	₹7354 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	17 Sep 2004	24 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	1.67	1.82
Manager	Dhruv Muchhal	Dhaval Joshi
ISIN Code	INF179K01574	INF209K01462
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	Aditya Birla Sun Life 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	Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Month	-0.22%	-1.69%
6 Month	-2.92%	-7.42%
1 Year	13.24%	6.34%
3 Year	22.48%	12.53%
5 Year	22.2%	14.69%

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month	-	-
1 Year	2.49%	-4.86%
3 Year	21.62%	13.98%
5 Year	25.33%	15.85%

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year	16.01%	12.97%
3 Year	12.6%	12.3%
5 Year	11.81%	13.39%

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Standard Deviation	11.516%	12.25%
Sharp	1.24%	0.48%
Beta	0.802%	0.92%
Alpha	7.781%	-0.92%

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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

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Others	13.27	5.17
Large Cap	66.47	79.66
Small Cap	16.75	2.27
Mid Cap	3.51	12.51

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Others	13.27	5.17
Telecom - Services	3.79	5.39
Banks	35.37	23.64
Realty	4.2	2.5
Agricultural, Commercial & Construction Vehicles	1.33	-
Pharmaceuticals & Biotechnology	7.92	4.3
Automobiles	8.52	7.91
Aerospace & Defense	0.57	-
Leisure Services	3.01	-
Ferrous Metals	1.74	-
Electrical Equipment	1.31	-
Healthcare Services	4.36	-
Insurance	4.55	5.47
Consumer Durables	1.7	4.26
Auto Components	2.28	-
IT - Software	4.63	12.49
Beverages	1.45	2.9
Petroleum Products	-	4.8
Construction	-	4.42
Diversified FMCG	-	1.61
Non - Ferrous Metals	-	1.7
Agricultural Food & other Products	-	2.05
Finance	-	4.67
Cement & Cement Products	-	1.74
Power	-	4.59